GWSA
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Global Wealth Strategies & Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Global Wealth Strategies & Associates’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
2026
Q2 		– Sell
-1,433
Closed -$55.7K – 181
2026
Q1 		$55.7K Sell
1,433
-50
-3% -$2.01K 0.01% 162
2025
Q4 		$58.7K Sell
1,483
-1,536
-51% -$60K 0.01% 143
2025
Q3 		$116K Sell
3,019
-169
-5% -$6.31K 0.03% 88
2025
Q2 		$114K Buy
3,188
+1,073
+51% +$35.8K 0.03% 69
2025
Q1 		$69.8K Sell
2,115
-170
-7% -$5.9K 0.02% 94
2024
Q4 		$79K Sell
2,285
-499
-18% -$17.6K 0.02% 84
2024
Q3 		$95.5K Buy
2,784
+406
+17% +$13.4K 0.03% 64
2024
Q2 		$76.7K Hold
2,378
– – 0.03% 68
2024
Q1 		$76K Hold
2,378
– – 0.03% 69
2023
Q4 		$69.5K Hold
2,378
– – 0.03% 69
2023
Q3 		$62.3K Buy
2,378
+1,786
+302% +$48.7K 0.03% 70
2023
Q2 		$16.1K Hold
592
– – 0.01% 130
2023
Q1 		$15.1K Hold
592
– – 0.01% 131
2022
Q4 		$14.4K Buy
+592
New +$14.4K 0.01% 127

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return