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

Exchange Capital 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 		$408K Hold
11,387
– – 0.06% 170
2025
Q1 		$376K Sell
11,387
-300
-3% -$10.4K 0.06% 175
2024
Q4 		$404K Hold
11,687
– – 0.06% 173
2024
Q3 		$401K Sell
11,687
-200
-2% -$6.61K 0.06% 164
2024
Q2 		$383K Sell
11,887
-3,485
-23% -$110K 0.06% 163
2024
Q1 		$491K Hold
15,372
– – 0.08% 149
2023
Q4 		$449K Sell
15,372
-2,880
-16% -$77.9K 0.08% 145
2023
Q3 		$478K Hold
18,252
– – 0.09% 142
2023
Q2 		$496K Hold
18,252
– – 0.09% 138
2023
Q1 		$465K Buy
+18,252
New +$462K 0.09% 137

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

Exchange Capital Management's DFAC Position: Q2 2025 in Review

Exchange Capital Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2025 at 11,387 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #170.

Exchange Capital Management first reported a position in DFAC in Q1 2023 and has held it in 10 quarters since. The position peaked at $496K in Q2 2023. 1,028 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Exchange Capital Management held 11,387 shares of Dimensional US Core Equity 2 ETF worth $408K as of Q2 2025.
  • Exchange Capital Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2025.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Exchange Capital Management's portfolio in Q2 2025, its #170 holding.
  • Exchange Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 10 quarters since.
  • Exchange Capital Management's Dimensional US Core Equity 2 ETF position peaked at $496K in Q2 2023.
  • 1,028 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.