Better Money Decisions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Better Money Decisions’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	$652K	Sell	18,203 -668	-4%	-$22.3K	0.4%	44
2025 Q1	$623K	Sell	18,871 -1,563	-8%	-$54.3K	0.42%	41
2024 Q4	$707K	Buy	20,434 +80	+0.4%	+$2.82K	0.49%	37
2024 Q3	$698K	Sell	20,354 -885	-4%	-$29.2K	0.5%	33
2024 Q2	$685K	Sell	21,239 -325	-2%	-$10.2K	0.52%	33
2024 Q1	$689K	Sell	21,564 -900	-4%	-$27.2K	0.55%	32
2023 Q4	$657K	Buy	22,464 +69	+0.3%	+$1.87K	0.55%	31
2023 Q3	$587K	Sell	22,395 -3,586	-14%	-$97.9K	0.52%	31
2023 Q2	$705K	Sell	25,981 -1,814	-7%	-$46.8K	0.58%	30
2023 Q1	$708K	Buy	27,795 +60	+0.2%	+$1.52K	0.6%	31
2022 Q4	$673K	Buy	27,735 +17	+0.1%	+$413	0.58%	33
2022 Q3	$616K	Buy	27,718 +13	+0%	+$319	0.6%	31
2022 Q2	$646K	Buy	27,705 +3,471	+14%	+$87.9K	0.55%	31
2022 Q1	$668K	Sell	24,234 -5,365	-18%	-$147K	0.63%	29
2021 Q4	$857K	Buy	29,599 +100	+0.3%	+$2.82K	0.72%	28
2021 Q3	$784K	Sell	29,499 -171	-0.6%	-$4.65K	0.65%	29
2021 Q2	$800K	Buy	+29,670	New	+$788K	0.72%	26

Other funds holding DFAC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Better Money Decisions's DFAC Position: Q2 2025 in Review

Better Money Decisions reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.5% in Q2 2025, selling an estimated $22.3K and leaving 18,203 shares worth $652K. The position accounts for 0.4% of the portfolio, ranked #44.

Better Money Decisions first reported a position in DFAC in Q2 2021 and has held it in 17 quarters since. The position peaked at $857K in Q4 2021. 1,027 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

Better Money Decisions held 18,203 shares of Dimensional US Core Equity 2 ETF worth $652K as of Q2 2025.
Better Money Decisions sold 668 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $22.3K.
Dimensional US Core Equity 2 ETF made up 0.4% of Better Money Decisions's portfolio in Q2 2025, its #44 holding.
Better Money Decisions first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 17 quarters since.
Better Money Decisions's Dimensional US Core Equity 2 ETF position peaked at $857K in Q4 2021.
1,027 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.