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

Congress 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 		$3.36M Buy
93,885
+4,179
+5% +$139K 0.03% 460
2025
Q1 		$2.96M Buy
+89,706
New +$3.11M 0.04% 421

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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

Congress Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.7% in Q2 2025, buying an estimated $139K and bringing the position to 93,885 shares worth $3.36M. The position accounts for 0.03% of the portfolio, ranked #460.

Congress Wealth Management first reported a position in DFAC in Q1 2025 and has held it in 2 quarters since. 1,028 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Congress Wealth Management held 93,885 shares of Dimensional US Core Equity 2 ETF worth $3.36M as of Q2 2025.
  • Congress Wealth Management bought 4,179 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $139K.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #460 holding.
  • Congress Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.