Avantax Advisory Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$6.1M	Buy	170,197 +23	+0%	+$767	0.03%	391
2025 Q1	$5.61M	Buy	170,174 +5,578	+3%	+$194K	0.03%	387
2024 Q4	$5.69M	Buy	164,596 +9,352	+6%	+$329K	0.04%	360
2024 Q3	$5.32M	Buy	155,244 +13,896	+10%	+$459K	0.03%	374
2024 Q2	$4.56M	Buy	141,348 +6,852	+5%	+$216K	0.03%	401
2024 Q1	$4.3M	Buy	134,496 +21,604	+19%	+$652K	0.04%	341
2023 Q4	$3.3M	Buy	112,892 +33,356	+42%	+$903K	0.03%	376
2023 Q3	$2.08M	Buy	79,536 +37,457	+89%	+$1.02M	0.02%	449
2023 Q2	$1.14M	Sell	42,079 -15,247	-27%	-$393K	0.01%	632
2023 Q1	$1.46M	Buy	57,326 +20,270	+55%	+$513K	0.02%	534
2022 Q4	$900K	Sell	37,056 -10,850	-23%	-$264K	0.01%	667
2022 Q3	$1.06M	Buy	47,906 +7,229	+18%	+$177K	0.02%	546
2022 Q2	$948K	Sell	40,677 -276	-0.7%	-$6.99K	0.01%	560
2022 Q1	$1.13M	Buy	40,953 +1,274	+3%	+$34.9K	0.02%	509
2021 Q4	$1.15M	Buy	39,679 +5,676	+17%	+$160K	0.02%	498
2021 Q3	$906K	Buy	34,003 +12,478	+58%	+$339K	0.02%	521
2021 Q2	$581K	Buy	+21,525	New	+$572K	0.01%	648

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Avantax Advisory Services's DFAC Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.01% in Q2 2025, buying an estimated $767 and bringing the position to 170,197 shares worth $6.1M. The position accounts for 0.03% of the portfolio, ranked #391.

Avantax Advisory Services first reported a position in DFAC in Q2 2021 and has held it in 17 quarters since. 1,027 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

Avantax Advisory Services held 170,197 shares of Dimensional US Core Equity 2 ETF worth $6.1M as of Q2 2025.
Avantax Advisory Services bought 23 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $767.
Dimensional US Core Equity 2 ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #391 holding.
Avantax Advisory Services first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 17 quarters since.
1,027 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.