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Grunden Financial Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Grunden Financial Advisory’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 		$54.7M Sell
1,380,842
-34,596
-2% -$1.35M 21.36% 1
2025
Q3 		$54.6M Buy
1,415,438
+45,044
+3% +$1.68M 22.19% 1
2025
Q2 		$49.1M Sell
1,370,394
-35,831
-3% -$1.2M 21.69% 1
2025
Q1 		$46.4M Sell
1,406,225
-46,175
-3% -$1.6M 22.53% 1
2024
Q4 		$50.2M Buy
1,452,400
+21,577
+2% +$760K 24.26% 1
2024
Q3 		$49.1M Buy
1,430,823
+9,338
+0.7% +$308K 24.09% 1
2024
Q2 		$45.8M Buy
1,421,485
+16,546
+1% +$522K 23.93% 1
2024
Q1 		$44.9M Buy
1,404,939
+3,533
+0.3% +$107K 23.87% 1
2023
Q4 		$41M Buy
+1,401,406
New +$37.9M 23.02% 1

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

Grunden Financial Advisory's DFAC Position: Q4 2025 in Review

Grunden Financial Advisory reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.4% in Q4 2025, selling an estimated $1.35M and leaving 1,380,842 shares worth $54.7M. The position accounts for 21.36% of the portfolio, ranked #1.

Grunden Financial Advisory first reported a position in DFAC in Q4 2023 and has held it in 9 quarters since. 1,156 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Grunden Financial Advisory held 1,380,842 shares of Dimensional US Core Equity 2 ETF worth $54.7M as of Q4 2025.
  • Grunden Financial Advisory sold 34,596 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $1.35M.
  • Dimensional US Core Equity 2 ETF made up 21.36% of Grunden Financial Advisory's portfolio in Q4 2025, its #1 holding.
  • Grunden Financial Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.