Financial Advocates Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Financial Advocates Investment 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 Q3	$327K	Sell	8,488 -72,604	-90%	-$2.71M	0.18%	84
2025 Q2	$2.91M	Sell	81,092 -1,450	-2%	-$48.4K	0.24%	97
2025 Q1	$2.72M	Sell	82,542 -18	-0%	-$625	0.19%	126
2024 Q4	$2.86M	Sell	82,560 -3,632	-4%	-$128K	0.16%	141
2024 Q3	$2.96M	Sell	86,192 -2,610	-3%	-$86.2K	0.17%	132
2024 Q2	$2.86M	Sell	88,802 -4,110	-4%	-$130K	0.18%	126
2024 Q1	$2.97M	Sell	92,912 -1,331	-1%	-$40.2K	0.17%	132
2023 Q4	$2.75M	Sell	94,243 -1,527	-2%	-$41.3K	0.18%	127
2023 Q3	$2.51M	Sell	95,770 -6,690	-7%	-$183K	0.18%	131
2023 Q2	$2.78M	Sell	102,460 -81,540	-44%	-$2.1M	0.2%	124
2023 Q1	$4.69M	Sell	184,000 -30,412	-14%	-$770K	0.34%	68
2022 Q4	$5.21M	Sell	214,412 -164,027	-43%	-$3.99M	0.39%	61
2022 Q3	$8.42M	Buy	378,439 +8,087	+2%	+$199K	0.69%	26
2022 Q2	$8.63M	Buy	+370,352	New	+$9.38M	0.7%	20
2022 Q1	–	Sell	-376,251	Closed	-$10.9M	–	749
2021 Q4	$10.9M	Buy	376,251 +62,418	+20%	+$1.76M	0.69%	23
2021 Q3	$8.34M	Buy	313,833 +5,042	+2%	+$137K	0.56%	28
2021 Q2	$8.33M	Buy	+308,791	New	+$8.21M	0.56%	30

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

RWM

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

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

Financial Advocates Investment Management's DFAC Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 90% in Q3 2025, selling an estimated $2.71M and leaving 8,488 shares worth $327K. The position accounts for 0.18% of the portfolio, ranked #84.

Financial Advocates Investment Management first reported a position in DFAC in Q2 2021 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2021. 1,048 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

Financial Advocates Investment Management held 8,488 shares of Dimensional US Core Equity 2 ETF worth $327K as of Q3 2025.
Financial Advocates Investment Management sold 72,604 Dimensional US Core Equity 2 ETF shares in Q3 2025, an estimated $2.71M.
Dimensional US Core Equity 2 ETF made up 0.18% of Financial Advocates Investment Management's portfolio in Q3 2025, its #84 holding.
Financial Advocates Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 17 quarters since.
Financial Advocates Investment Management's Dimensional US Core Equity 2 ETF position peaked at $10.9M in Q4 2021.
1,048 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.