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

Avior 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
2025
Q1 		– Sell
-1,320
Closed -$45.7K – 1133
2024
Q4 		$45.7K Buy
1,320
+87
+7% +$3.06K ﹤0.01% 1177
2024
Q3 		$42.3K Sell
1,233
-28
-2% -$925 ﹤0.01% 1181
2024
Q2 		$40.7K Buy
1,261
+1,105
+708% +$34.8K ﹤0.01% 1174
2024
Q1 		$4.99K Sell
156
-15,828
-99% -$478K ﹤0.01% 2083
2023
Q4 		$467K Buy
15,984
+15,668
+4,958% +$424K 0.03% 360
2023
Q3 		$8.29K Sell
316
-45
-12% -$1.23K ﹤0.01% 1073
2023
Q2 		$9.82K Sell
361
-106
-23% -$2.73K ﹤0.01% 1028
2023
Q1 		$11.9K Hold
467
– – ﹤0.01% 1022
2022
Q4 		$11.3K Buy
467
+342
+274% +$8.32K ﹤0.01% 834
2022
Q3 		$2K Buy
+125
New +$3.07K ﹤0.01% 1021

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 $7.07B AUM 18.05% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avior Wealth Management's DFAC Position: Q1 2025 in Review

Avior Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2025, closing a stake of 1,320 shares — an estimated $45.7K sold.

Avior Wealth Management first reported a position in DFAC in Q3 2022 and held it in 10 quarters. The position peaked at $467K in Q4 2023. 997 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • Avior Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,320 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $45.7K.
  • Avior Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and held it in 10 quarters.
  • Avior Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $467K in Q4 2023.
  • 997 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.