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

Cahill 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 		$20.8M Buy
630,822
+78,977
+14% +$2.74M 10.59% 2
2024
Q4 		$19.1M Buy
551,845
+38,510
+8% +$1.36M 9.74% 2
2024
Q3 		$17.6M Buy
513,335
+25,061
+5% +$828K 9.08% 2
2024
Q2 		$15.7M Buy
488,274
+41,982
+9% +$1.32M 9.39% 2
2024
Q1 		$14.3M Buy
446,292
+24,217
+6% +$731K 8.3% 2
2023
Q4 		$12.3M Buy
422,075
+48,029
+13% +$1.3M 8.3% 2
2023
Q3 		$9.8M Buy
374,046
+48,627
+15% +$1.33M 7.52% 2
2023
Q2 		$8.84M Buy
325,419
+14,331
+5% +$369K 6.1% 3
2023
Q1 		$7.93M Buy
311,088
+11,295
+4% +$286K 5.85% 3
2022
Q4 		$7.89M Buy
299,793
+185,143
+161% +$4.5M 5.74% 4
2022
Q3 		$2.55M Buy
114,650
+47,501
+71% +$1.17M 2.28% 9
2022
Q2 		$1.56M Buy
67,149
+59,801
+814% +$1.51M 1.32% 12
2022
Q1 		$202K Buy
+7,348
New +$201K 0.15% 40

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Cahill Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 14% in Q1 2025, buying an estimated $2.74M and bringing the position to 630,822 shares worth $20.8M. The position accounts for 10.59% of the portfolio, ranked #2.

Cahill Wealth Management first reported a position in DFAC in Q1 2022 and has held it in 13 quarters since. 998 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • Cahill Wealth Management held 630,822 shares of Dimensional US Core Equity 2 ETF worth $20.8M as of Q1 2025.
  • Cahill Wealth Management bought 78,977 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $2.74M.
  • Dimensional US Core Equity 2 ETF made up 10.59% of Cahill Wealth Management's portfolio in Q1 2025, its #2 holding.
  • Cahill Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 13 quarters since.
  • 998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.