Evensky & Katz’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Evensky & Katz’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 Q1	$25K	Buy	654 +1	+0.2%	+$40	﹤0.01%	72
2025 Q4	$26K	Buy	653 +2	+0.3%	+$78	﹤0.01%	72
2025 Q3	$25K	Buy	651 +2	+0.3%	+$75	﹤0.01%	73
2025 Q2	$23K	Buy	649 +2	+0.3%	+$67	﹤0.01%	73
2025 Q1	$21K	Sell	647 -585	-47%	-$20.3K	﹤0.01%	78
2024 Q4	$43K	Sell	1,232 -6,693	-84%	-$236K	﹤0.01%	78
2024 Q3	$272K	Buy	7,925 +21	+0.3%	+$694	0.02%	70
2024 Q2	$255K	Sell	7,904 -658	-8%	-$20.8K	0.02%	70
2024 Q1	$274K	Buy	8,562 +14	+0.2%	+$423	0.02%	69
2023 Q4	$250K	Buy	8,548 +26	+0.3%	+$704	0.02%	69
2023 Q3	$223K	Buy	8,522 +27	+0.3%	+$737	0.02%	68
2023 Q2	$231K	Buy	8,495 +25	+0.3%	+$644	0.02%	66
2023 Q1	$216K	Buy	8,470 +17	+0.2%	+$431	0.02%	67
2022 Q4	$205K	Buy	8,453 +37	+0.4%	+$900	0.02%	66
2022 Q3	$187K	Buy	8,416 +27	+0.3%	+$663	0.02%	67
2022 Q2	$195K	Buy	8,389 +27	+0.3%	+$684	0.02%	65
2022 Q1	$231K	Sell	8,362 -3,891	-32%	-$107K	0.02%	60
2021 Q4	$355K	Buy	+12,253	New	+$346K	0.03%	53

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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