Continuum Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Continuum Advisory’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	–	Sell	-4,424	Closed	-$146K	–	678
2025 Q1	$146K	Buy	4,424 +18	+0.4%	+$625	0.02%	452
2024 Q4	$152K	Sell	4,406 -199	-4%	-$7.01K	0.02%	440
2024 Q3	$164K	Buy	4,605 +304	+7%	+$10K	0.02%	431
2024 Q2	$139K	Hold	4,301	–	–	0.02%	432
2024 Q1	$136K	Buy	+4,301	New	+$130K	0.02%	432
2023 Q2	–	Sell	-18,259	Closed	-$465K	–	449
2023 Q1	$465K	Buy	18,259 +34	+0.2%	+$861	0.08%	272
2022 Q4	$442K	Buy	18,225 +71	+0.4%	+$1.73K	0.08%	283
2022 Q3	$404K	Buy	18,154 +54	+0.3%	+$1.33K	0.07%	275
2022 Q2	$422K	Buy	18,100 +51	+0.3%	+$1.29K	0.08%	276
2022 Q1	$459K	Buy	18,049 +31	+0.2%	+$849	0.09%	259
2021 Q4	$522K	Buy	18,018 +55	+0.3%	+$1.55K	0.12%	178
2021 Q3	$477K	Buy	17,963 +39	+0.2%	+$1.06K	0.13%	168
2021 Q2	$484K	Buy	+17,924	New	+$476K	0.15%	150

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 $7.07B AUM 18.05% 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 $819M AUM 18.29% 1-Year Est. Return

Continuum Advisory's DFAC Position: Q2 2025 in Review

Continuum Advisory sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 4,424 shares — an estimated $146K sold.

Continuum Advisory first reported a position in DFAC in Q2 2021 and held it in 13 quarters. The position peaked at $522K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

Continuum Advisory reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 4,424 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $146K.
Continuum Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 13 quarters.
Continuum Advisory's Dimensional US Core Equity 2 ETF position peaked at $522K in Q4 2021.
1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.