Fortress Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Fortress Wealth 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	$1.4M	Buy	36,333 +1,604	+5%	+$59.9K	0.62%	32
2025 Q2	$1.24M	Sell	34,729 -2	-0%	-$67	0.6%	33
2025 Q1	$1.15M	Buy	34,731 +3,403	+11%	+$118K	0.59%	31
2024 Q4	$1.08M	Buy	31,328 +10,183	+48%	+$359K	0.53%	36
2024 Q3	$725K	Buy	21,145 +81	+0.4%	+$2.67K	0.36%	43
2024 Q2	$679K	Buy	21,064 +22	+0.1%	+$694	0.35%	42
2024 Q1	$672K	Sell	21,042 -1,298	-6%	-$39.2K	0.35%	43
2023 Q4	$653K	Buy	22,340 +3,683	+20%	+$99.7K	0.36%	43
2023 Q3	$489K	Buy	18,657 +30	+0.2%	+$819	0.32%	44
2023 Q2	$506K	Buy	18,627 +3,981	+27%	+$103K	0.33%	44
2023 Q1	$373K	Buy	14,646 +6	+0%	+$152	0.26%	48
2022 Q4	$355K	Buy	14,640 +11	+0.1%	+$268	0.3%	46
2022 Q3	$325K	Buy	14,629 +8	+0.1%	+$196	0.33%	41
2022 Q2	$341K	Sell	14,621 -3,280	-18%	-$83K	0.32%	42
2022 Q1	$494K	Buy	17,901 +4	+0%	+$110	0.38%	36
2021 Q4	$518K	Buy	+17,897	New	+$505K	0.39%	33

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 $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

Fortress Wealth Management's DFAC Position: Q3 2025 in Review

Fortress Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.6% in Q3 2025, buying an estimated $59.9K and bringing the position to 36,333 shares worth $1.4M. The position accounts for 0.62% of the portfolio, ranked #32.

Fortress Wealth Management first reported a position in DFAC in Q4 2021 and has held it in 16 quarters since. 1,046 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

Fortress Wealth Management held 36,333 shares of Dimensional US Core Equity 2 ETF worth $1.4M as of Q3 2025.
Fortress Wealth Management bought 1,604 Dimensional US Core Equity 2 ETF shares in Q3 2025, an estimated $59.9K.
Dimensional US Core Equity 2 ETF made up 0.62% of Fortress Wealth Management's portfolio in Q3 2025, its #32 holding.
Fortress Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 16 quarters since.
1,046 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.