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Copperleaf Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Copperleaf Capital’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
Q3 		$6.15M Sell
159,338
-4,336
-3% -$162K 2.95% 4
2025
Q2 		$5.87M Buy
163,674
+21,753
+15% +$726K 2.97% 6
2025
Q1 		$4.68M Buy
141,921
+1,462
+1% +$50.8K 2.8% 7
2024
Q4 		$4.86M Buy
140,459
+4,927
+4% +$174K 3.08% 5
2024
Q3 		$4.65M Buy
135,532
+4,540
+3% +$150K 3.56% 4
2024
Q2 		$4.22M Sell
130,992
-931
-0.7% -$29.4K 3.38% 4
2024
Q1 		$4.21M Sell
131,923
-1,304
-1% -$39.4K 3.65% 3
2023
Q4 		$3.89M Sell
133,227
-122,904
-48% -$3.33M 3.97% 3
2023
Q3 		$6.71M Buy
256,131
+67,749
+36% +$1.85M 7.26% 2
2023
Q2 		$5.11M Buy
188,382
+71,017
+61% +$1.83M 4.79% 3
2023
Q1 		$2.99M Buy
117,365
+81,455
+227% +$2.06M 2.97% 6
2022
Q4 		$872K Sell
35,910
-12,535
-26% -$305K 1% 30
2022
Q3 		$1.08M Buy
48,445
+10,189
+27% +$250K 1.17% 28
2022
Q2 		$891K Buy
+38,256
New +$969K 0.9% 34

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Copperleaf Capital's DFAC Position: Q3 2025 in Review

Copperleaf Capital reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.6% in Q3 2025, selling an estimated $162K and leaving 159,338 shares worth $6.15M. The position accounts for 2.95% of the portfolio, ranked #4.

Copperleaf Capital first reported a position in DFAC in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.71M in Q3 2023. 1,046 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • Copperleaf Capital held 159,338 shares of Dimensional US Core Equity 2 ETF worth $6.15M as of Q3 2025.
  • Copperleaf Capital sold 4,336 Dimensional US Core Equity 2 ETF shares in Q3 2025, an estimated $162K.
  • Dimensional US Core Equity 2 ETF made up 2.95% of Copperleaf Capital's portfolio in Q3 2025, its #4 holding.
  • Copperleaf Capital first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 14 quarters since.
  • Copperleaf Capital's Dimensional US Core Equity 2 ETF position peaked at $6.71M in Q3 2023.
  • 1,046 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.