HCWM
DFAC icon

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

Hidden Cove 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
Q2 		– Sell
-9,525
Closed -$314K – 76
2025
Q1 		$314K Hold
9,525
– – 0.25% 43
2024
Q4 		$329K Buy
+9,525
New +$335K 0.27% 38

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
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

Hidden Cove Wealth Management's DFAC Position: Q2 2025 in Review

Hidden Cove Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 9,525 shares — an estimated $314K sold.

Hidden Cove Wealth Management first reported a position in DFAC in Q4 2024 and held it in 2 quarters. The position peaked at $329K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Hidden Cove Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Hidden Cove Wealth Management sold 9,525 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $314K.
  • Hidden Cove Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and held it in 2 quarters.
  • Hidden Cove Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $329K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.