AWM
DFAC icon

Austin Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Austin Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.3M Sell
185,326
-147,246
-44% -$5.93M 1.66% 17
2025
Q4 		$13.4M Sell
332,572
-41,487
-11% -$1.62M 1.99% 15
2025
Q3 		$14.4M Sell
374,059
-7,568
-2% -$282K 2.26% 13
2025
Q2 		$14M Sell
381,627
-701,728
-65% -$23.4M 2.49% 13
2025
Q1 		$34.7M Sell
1,083,355
-91,999
-8% -$3.19M 6.95% 2
2024
Q4 		$41.7M Sell
1,175,354
-67,088
-5% -$2.36M 8.64% 1
2024
Q3 		$42.1M Sell
1,242,442
-9,446
-0.8% -$312K 9.25% 1
2024
Q2 		$41.2M Sell
1,251,888
-17,061
-1% -$538K 9.67% 1
2024
Q1 		$40.6M Sell
1,268,949
-22,903
-2% -$691K 10.04% 1
2023
Q4 		$39.1M Sell
1,291,852
-68,378
-5% -$1.85M 10.49% 1
2023
Q3 		$37.4M Buy
+1,360,230
New +$37.1M 11.56% 1

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return