Lakeridge Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Lakeridge Wealth 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
2026 Q2	$258K	Sell	5,818 -60,341	-91%	-$2.58M	0.09%	157
2026 Q1	$2.57M	Sell	66,159 -3,718	-5%	-$150K	1.11%	24
2025 Q4	$2.77M	Sell	69,877 -6,678	-9%	-$261K	1.26%	20
2025 Q3	$2.95M	Sell	76,555 -292	-0.4%	-$10.9K	1.31%	22
2025 Q2	$2.75M	Sell	76,847 -38,778	-34%	-$1.29M	1.27%	20
2025 Q1	$3.81M	Buy	115,625 +5,066	+5%	+$176K	1.91%	14
2024 Q4	$3.82M	Buy	110,559 +14,106	+15%	+$497K	1.98%	13
2024 Q3	$3.31M	Buy	96,453 +8,777	+10%	+$290K	1.82%	12
2024 Q2	$2.83M	Buy	87,676 +8,580	+11%	+$271K	1.7%	14
2024 Q1	$2.53M	Buy	79,096 +11,967	+18%	+$361K	1.64%	15
2023 Q4	$1.96M	Buy	+67,129	New	+$1.82M	1.42%	16

Other funds holding DFAC

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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return