ACP
DFAC icon

Aveo Capital Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Aveo Capital Partners’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 		– Sell
-258,593
Closed -$8.48M – 38
2025
Q1 		$8.48M Buy
258,593
+53,662
+26% +$1.86M 1.41% 19
2024
Q4 		$7.09M Sell
204,931
-1,735
-0.8% -$61.1K 0.78% 32
2024
Q3 		$7.09M Sell
206,666
-2,857
-1% -$94.4K 0.75% 31
2024
Q2 		$6.76M Sell
209,523
-656
-0.3% -$20.7K 0.77% 37
2024
Q1 		$6.52M Sell
210,179
-11,023
-5% -$333K 0.71% 36
2023
Q4 		$6.47M Buy
221,202
+3,242
+1% +$87.7K 0.78% 37
2023
Q3 		$5.71M Sell
217,960
-8,034
-4% -$219K 0.75% 36
2023
Q2 		$6.14M Sell
225,994
-31,172
-12% -$803K 0.78% 36
2023
Q1 		$6.55M Buy
257,166
+24,435
+10% +$619K 0.87% 30
2022
Q4 		$5.65M Buy
232,731
+79,233
+52% +$1.93M 0.85% 34
2022
Q3 		$3.41M Buy
153,498
+46,719
+44% +$1.15M 0.59% 40
2022
Q2 		$2.49M Buy
106,779
+82,474
+339% +$2.09M 0.41% 67
2022
Q1 		$670K Buy
+24,305
New +$665K 0.12% 145

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
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

Aveo Capital Partners's DFAC Position: Q2 2025 in Review

Aveo Capital Partners sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 258,593 shares — an estimated $8.48M sold.

Aveo Capital Partners first reported a position in DFAC in Q1 2022 and held it in 13 quarters. The position peaked at $8.48M in Q1 2025. 1,027 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Aveo Capital Partners reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 258,593 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $8.48M.
  • Aveo Capital Partners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and held it in 13 quarters.
  • Aveo Capital Partners's Dimensional US Core Equity 2 ETF position peaked at $8.48M in Q1 2025.
  • 1,027 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.