Balboa Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Balboa Wealth 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
2026 Q1	$591K	Buy	15,198 +99	+0.7%	+$3.99K	0.1%	172
2025 Q4	$598K	Sell	15,099 -16	-0.1%	-$624	0.1%	164
2025 Q3	$583K	Hold	15,115	–	–	0.1%	165
2025 Q2	$542K	Sell	15,115 -463	-3%	-$15.4K	0.11%	150
2025 Q1	$514K	Sell	15,578 -263	-2%	-$9.13K	0.12%	130
2024 Q4	$548K	Sell	15,841 -531	-3%	-$18.7K	0.13%	137
2024 Q3	$561K	Sell	16,372 -16	-0.1%	-$528	0.14%	126
2024 Q2	$528K	Hold	16,388	–	–	0.14%	130
2024 Q1	$524K	Hold	16,388	–	–	0.15%	117
2023 Q4	$479K	Hold	16,388	–	–	0.16%	118
2023 Q3	$429K	Buy	16,388 +3,999	+32%	+$109K	0.16%	114
2023 Q2	$336K	Hold	12,389	–	–	0.12%	147
2023 Q1	$316K	Hold	12,389	–	–	0.12%	153
2022 Q4	$301K	Sell	12,389 -1,347	-10%	-$32.8K	0.14%	153
2022 Q3	$305K	Buy	+13,736	New	+$337K	0.13%	134

Other funds holding DFAC

Mercer Global Advisors

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

Focus Partners Wealth

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

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

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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