Ken Fisher’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ken Fisher’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	-27,609	Closed	-$911K	–	1006
2025 Q1	$911K	Buy	+27,609	New	+$958K	﹤0.01%	692
2024 Q2	–	Sell	-8,356	Closed	-$267K	–	996
2024 Q1	$267K	Buy	+8,356	New	+$252K	﹤0.01%	886
2023 Q1	–	Sell	-17,417	Closed	-$423K	–	1148
2022 Q4	$423K	Sell	17,417 -3,021	-15%	-$73.5K	﹤0.01%	856
2022 Q3	$455K	Buy	20,438 +7,786	+62%	+$191K	﹤0.01%	761
2022 Q2	$295K	Buy	12,652 +209	+2%	+$5.29K	﹤0.01%	796
2022 Q1	$343K	Sell	12,443 -8,068	-39%	-$221K	﹤0.01%	792
2021 Q4	$594K	Buy	20,511 +2,627	+15%	+$74.1K	﹤0.01%	732
2021 Q3	$475K	Hold	17,884	–	–	﹤0.01%	734
2021 Q2	$483K	Buy	+17,884	New	+$475K	﹤0.01%	725

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Ken Fisher's DFAC Position: Q2 2025 in Review

Ken Fisher sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 27,609 shares — an estimated $911K sold.

Ken Fisher first reported a position in DFAC in Q2 2021 and held it in 9 quarters. The position peaked at $911K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

Ken Fisher reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
Ken Fisher sold 27,609 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $911K.
Ken Fisher first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 9 quarters.
Ken Fisher's Dimensional US Core Equity 2 ETF position peaked at $911K in Q1 2025.
1,027 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.