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

GDS 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
Q1 		– Sell
-15,806
Closed -$547K – 174
2024
Q4 		$547K Hold
15,806
– – 0.05% 107
2024
Q3 		$542K Buy
+15,806
New +$522K 0.05% 92

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GDS Wealth Management's DFAC Position: Q1 2025 in Review

GDS Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2025, closing a stake of 15,806 shares — an estimated $547K sold.

GDS Wealth Management first reported a position in DFAC in Q3 2024 and held it in 2 quarters. The position peaked at $547K in Q4 2024. 997 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • GDS Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • GDS Wealth Management sold 15,806 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $547K.
  • GDS Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and held it in 2 quarters.
  • GDS Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $547K in Q4 2024.
  • 997 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on GDS Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.