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Kathleen S. Wright Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$863K Buy
22,384
+12,439
+125% +$464K 0.32% 57
2025
Q2 		$356K Buy
9,945
+3,610
+57% +$120K 0.14% 88
2025
Q1 		$209K Hold
6,335
– – 0.09% 109
2024
Q4 		$219K Buy
6,335
+2,883
+84% +$102K 0.09% 109
2024
Q3 		$118K Hold
3,452
– – 0.05% 122
2024
Q2 		$111K Hold
3,452
– – 0.05% 121
2024
Q1 		$110K Buy
+3,452
New +$104K 0.05% 118

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

Kathleen S. Wright Associates's DFAC Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 125% in Q3 2025, buying an estimated $464K and bringing the position to 22,384 shares worth $863K. The position accounts for 0.32% of the portfolio, ranked #57.

Kathleen S. Wright Associates first reported a position in DFAC in Q1 2024 and has held it in 7 quarters since. 1,046 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • Kathleen S. Wright Associates held 22,384 shares of Dimensional US Core Equity 2 ETF worth $863K as of Q3 2025.
  • Kathleen S. Wright Associates bought 12,439 Dimensional US Core Equity 2 ETF shares in Q3 2025, an estimated $464K.
  • Dimensional US Core Equity 2 ETF made up 0.32% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #57 holding.
  • Kathleen S. Wright Associates first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 7 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.