EFA
DFAC icon

Edge Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Edge Financial Advisors’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
Q4 		$480K Sell
12,129
-1,121
-8% -$43.8K 0.2% 86
2025
Q3 		$511K Sell
13,250
-128
-1% -$4.78K 0.23% 83
2025
Q2 		$480K Sell
13,378
-29,422
-69% -$981K 0.25% 68
2025
Q1 		$1.41M Sell
42,800
-77,321
-64% -$2.68M 0.89% 24
2024
Q4 		$4.15M Buy
120,121
+46,895
+64% +$1.65M 3.71% 3
2024
Q3 		$2.51M Buy
73,226
+8,499
+13% +$281K 2.23% 7
2024
Q2 		$2.09M Buy
64,727
+28,450
+78% +$897K 2.16% 8
2024
Q1 		$1.18M Buy
+36,277
New +$1.1M 1.04% 23

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Focus Partners Wealth
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return