HR
DFAC icon

Howe & Rusling’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Howe & Rusling’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 		$74.1K Hold
1,907
– – ﹤0.01% 340
2025
Q4 		$75.5K Hold
1,907
– – 0.01% 347
2025
Q3 		$73.6K Sell
1,907
-207
-10% -$7.72K 0.01% 332
2025
Q2 		$75.8K Hold
2,114
– – 0.01% 331
2025
Q1 		$69.7K Hold
2,114
– – 0.01% 317
2024
Q4 		$73.1K Hold
2,114
– – 0.01% 296
2024
Q3 		$72.5K Hold
2,114
– – 0.01% 288
2024
Q2 		$68.2K Hold
2,114
– – 0.01% 280
2024
Q1 		$67.5K Buy
+2,114
New +$63.8K 0.01% 287
2022
Q4 		– Sell
-264
Closed -$6K – 504
2022
Q3 		$6K Buy
+264
New +$6.48K ﹤0.01% 621

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return