CGC Financial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

CGC Financial Services’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 Q2	$47.5K	Hold	1,070	–	–	0.01%	137
2026 Q1	$41.6K	Hold	1,070	–	–	0.01%	136
2025 Q4	$42.4K	Hold	1,070	–	–	0.01%	138
2025 Q3	$41.3K	Hold	1,070	–	–	0.01%	136
2025 Q2	$38.3K	Hold	1,070	–	–	0.01%	134
2025 Q1	$35.3K	Hold	1,070	–	–	0.01%	126
2024 Q4	$37K	Hold	1,070	–	–	0.01%	124
2024 Q3	$36.7K	Hold	1,070	–	–	0.01%	122
2024 Q2	$34.5K	Hold	1,070	–	–	0.02%	122
2024 Q1	$34.2K	Hold	1,070	–	–	0.02%	122
2023 Q4	$31.3K	Hold	1,070	–	–	0.01%	136
2023 Q3	$28K	Hold	1,070	–	–	0.02%	118
2023 Q2	$29.1K	Buy	+1,070	New	+$27.6K	0.02%	121

Other funds holding DFAC

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

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return