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Legacy Wealth Management (Idaho)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Legacy Wealth Management (Idaho)’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
-60
Closed -$1.98K – 775
2025
Q1 		$1.98K Hold
60
– – ﹤0.01% 539
2024
Q4 		$2.13K Sell
60
-60
-50% -$2.11K ﹤0.01% 490
2024
Q3 		$4.3K Buy
+120
New +$3.96K ﹤0.01% 404

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

Legacy Wealth Management (Idaho)'s DFAC Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 60 shares — an estimated $1.98K sold.

Legacy Wealth Management (Idaho) first reported a position in DFAC in Q3 2024 and held it in 3 quarters. The position peaked at $4.3K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 60 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $1.98K.
  • Legacy Wealth Management (Idaho) first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Dimensional US Core Equity 2 ETF position peaked at $4.3K in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.