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

Grand 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
2026 Q1	$71.9M	Sell	1,849,146 -236,505	-11%	-$9.53M	33.82%	1
2025 Q4	$82.6M	Buy	2,085,651 +57,891	+3%	+$2.26M	37.44%	1
2025 Q3	$78.2M	Sell	2,027,760 -17,357	-0.8%	-$648K	37.74%	1
2025 Q2	$73.3M	Sell	2,045,117 -66,439	-3%	-$2.22M	37.68%	1
2025 Q1	$69.7M	Sell	2,111,556 -69,763	-3%	-$2.42M	38.28%	1
2024 Q4	$75.5M	Buy	2,181,319 +55,995	+3%	+$1.97M	42.05%	1
2024 Q3	$72.9M	Sell	2,125,324 -102,397	-5%	-$3.38M	41.11%	1
2024 Q2	$71.8M	Sell	2,227,721 -388,157	-15%	-$12.2M	42.64%	1
2024 Q1	$83.6M	Buy	2,615,878 +230,556	+10%	+$6.96M	39.86%	1
2023 Q4	$69.7M	Sell	2,385,322 -10,597	-0.4%	-$287K	37.85%	1
2023 Q3	$62.8M	Sell	2,395,919 -10,047	-0.4%	-$274K	38.44%	1
2023 Q2	$65.3M	Sell	2,405,966 -94,093	-4%	-$2.43M	38.84%	1
2023 Q1	$63.7M	Sell	2,500,059 -90,026	-3%	-$2.28M	38.29%	1
2022 Q4	$62.9M	Buy	2,590,085 +59,319	+2%	+$1.44M	39.12%	1
2022 Q3	$56.3M	Sell	2,530,766 -11,561	-0.5%	-$284K	29.58%	1
2022 Q2	$59.2M	Sell	2,542,327 -127,276	-5%	-$3.22M	30.11%	1
2022 Q1	$73.6M	Sell	2,669,603 -69,218	-3%	-$1.9M	34.41%	1
2021 Q4	$79.3M	Buy	+2,738,821	New	+$77.3M	35.58%	1

Other funds holding DFAC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return