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FSC Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

FSC Wealth 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 		– Sell
-6,907
Closed -$266K – 39
2025
Q3 		$266K Hold
6,907
– – 0.15% 62
2025
Q2 		$248K Buy
+6,907
New +$230K 0.16% 61

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

FSC Wealth Advisors's DFAC Position: Q4 2025 in Review

FSC Wealth Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2025, closing a stake of 6,907 shares — an estimated $266K sold.

FSC Wealth Advisors first reported a position in DFAC in Q2 2025 and held it in 2 quarters. The position peaked at $266K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • FSC Wealth Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 6,907 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $266K.
  • FSC Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and held it in 2 quarters.
  • FSC Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $266K in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.