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KG&L Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

KG&L Capital 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
Q1 		– Sell
-221,554
Closed -$7.66M – 196
2024
Q4 		$7.66M Sell
221,554
-78,446
-26% -$2.76M 2.46% 10
2024
Q3 		$10.3M Sell
300,000
-55,575
-16% -$1.84M 3.32% 8
2024
Q2 		$11.5M Buy
+355,575
New +$11.2M 3.97% 4

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KG&L Capital Management's DFAC Position: Q1 2025 in Review

KG&L Capital Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2025, closing a stake of 221,554 shares — an estimated $7.66M sold.

KG&L Capital Management first reported a position in DFAC in Q2 2024 and held it in 3 quarters. The position peaked at $11.5M in Q2 2024. 997 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • KG&L Capital Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • KG&L Capital Management sold 221,554 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $7.66M.
  • KG&L Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and held it in 3 quarters.
  • KG&L Capital Management's Dimensional US Core Equity 2 ETF position peaked at $11.5M in Q2 2024.
  • 997 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on KG&L Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.