Bordeaux Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bordeaux Wealth Advisors’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	$359K	Sell	10,010 -1,336	-12%	-$44.6K	0.05%	113
2025 Q1	$374K	Buy	11,346 +1,596	+16%	+$55.4K	0.07%	103
2024 Q4	$337K	Hold	9,750	–	–	0.05%	111
2024 Q3	$334K	Hold	9,750	–	–	0.06%	116
2024 Q2	$314K	Hold	9,750	–	–	0.06%	108
2024 Q1	$312K	Hold	9,750	–	–	0.1%	82
2023 Q4	$285K	Hold	9,750	–	–	0.1%	87
2023 Q3	$255K	Hold	9,750	–	–	0.1%	80
2023 Q2	$265K	Buy	+9,750	New	+$251K	0.11%	80

Other funds holding DFAC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bordeaux Wealth Advisors's DFAC Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 12% in Q2 2025, selling an estimated $44.6K and leaving 10,010 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #113.

Bordeaux Wealth Advisors first reported a position in DFAC in Q2 2023 and has held it in 9 quarters since. The position peaked at $374K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

Bordeaux Wealth Advisors held 10,010 shares of Dimensional US Core Equity 2 ETF worth $359K as of Q2 2025.
Bordeaux Wealth Advisors sold 1,336 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $44.6K.
Dimensional US Core Equity 2 ETF made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #113 holding.
Bordeaux Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 9 quarters since.
Bordeaux Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $374K in Q1 2025.
1,027 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.