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Horizon Financial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Horizon Financial Services’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
-9,292
Closed -$307K – 315
2025
Q1 		$307K Hold
9,292
– – 0.17% 47
2024
Q4 		$321K Hold
9,292
– – 0.18% 47
2024
Q3 		$319K Hold
9,292
– – 0.19% 45
2024
Q2 		$300K Hold
9,292
– – 0.19% 47
2024
Q1 		$297K Hold
9,292
– – 0.19% 46
2023
Q4 		$272K Hold
9,292
– – 0.19% 47
2023
Q3 		$243K Sell
9,292
-736
-7% -$20.1K 0.2% 44
2023
Q2 		$272K Hold
10,028
– – 0.22% 45
2023
Q1 		$256K Hold
10,028
– – 0.22% 46
2022
Q4 		$243K Hold
10,028
– – 0.21% 50
2022
Q3 		$223K Hold
10,028
– – 0.2% 54
2022
Q2 		$234K Hold
10,028
– – 0.18% 51
2022
Q1 		$277K Hold
10,028
– – 0.18% 50
2021
Q4 		$291K Hold
10,028
– – 0.18% 51
2021
Q3 		$266K Buy
+10,028
New +$272K 0.18% 57

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 $7.79B AUM 20.38% 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 $919M AUM 23.4% 1-Year Est. Return

Horizon Financial Services's DFAC Position: Q2 2025 in Review

Horizon Financial Services sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 9,292 shares — an estimated $307K sold.

Horizon Financial Services first reported a position in DFAC in Q3 2021 and held it in 15 quarters. The position peaked at $321K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Horizon Financial Services reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Horizon Financial Services sold 9,292 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $307K.
  • Horizon Financial Services first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 15 quarters.
  • Horizon Financial Services's Dimensional US Core Equity 2 ETF position peaked at $321K in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Horizon Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.