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Goepper Burkhardt’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Goepper Burkhardt’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
-5,452
Closed -$210K – 105
2025
Q3 		$210K Sell
5,452
-240
-4% -$8.96K 0.07% 98
2025
Q2 		$204K Sell
5,692
-3,732
-40% -$124K 0.08% 95
2025
Q1 		$311K Buy
+9,424
New +$327K 0.12% 75

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

Goepper Burkhardt's DFAC Position: Q4 2025 in Review

Goepper Burkhardt sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2025, closing a stake of 5,452 shares — an estimated $210K sold.

Goepper Burkhardt first reported a position in DFAC in Q1 2025 and held it in 3 quarters. The position peaked at $311K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Goepper Burkhardt reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • Goepper Burkhardt sold 5,452 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $210K.
  • Goepper Burkhardt first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and held it in 3 quarters.
  • Goepper Burkhardt's Dimensional US Core Equity 2 ETF position peaked at $311K in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Goepper Burkhardt's 13F filing for Q4 2025, filed 9 Feb 2026.