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Hoxton Planning & Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Hoxton Planning & 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
-6,945
Closed -$229K – 211
2025
Q1 		$229K Sell
6,945
-3,958
-36% -$137K 0.09% 176
2024
Q4 		$377K Hold
10,903
– – 0.14% 125
2024
Q3 		$374K Buy
+10,903
New +$360K 0.14% 130

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

Hoxton Planning & Management's DFAC Position: Q2 2025 in Review

Hoxton Planning & Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 6,945 shares — an estimated $229K sold.

Hoxton Planning & Management first reported a position in DFAC in Q3 2024 and held it in 3 quarters. The position peaked at $377K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Hoxton Planning & Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 6,945 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $229K.
  • Hoxton Planning & Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and held it in 3 quarters.
  • Hoxton Planning & Management's Dimensional US Core Equity 2 ETF position peaked at $377K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Hoxton Planning & Management's 13F filing for Q2 2025, filed 6 Aug 2025.