BWM
DFAC icon

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

Benchmark 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
Q2 		$1.48M Buy
41,244
+9,975
+32% +$333K 0.66% 23
2025
Q1 		$1.03M Buy
+31,269
New +$1.09M 0.5% 27

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

Benchmark Wealth Management's DFAC Position: Q2 2025 in Review

Benchmark Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 32% in Q2 2025, buying an estimated $333K and bringing the position to 41,244 shares worth $1.48M. The position accounts for 0.66% of the portfolio, ranked #23.

Benchmark Wealth Management first reported a position in DFAC in Q1 2025 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Benchmark Wealth Management held 41,244 shares of Dimensional US Core Equity 2 ETF worth $1.48M as of Q2 2025.
  • Benchmark Wealth Management bought 9,975 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $333K.
  • Dimensional US Core Equity 2 ETF made up 0.66% of Benchmark Wealth Management's portfolio in Q2 2025, its #23 holding.
  • Benchmark Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.