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

Liberty 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 Q1	$31.4M	Buy	806,981 +2,487	+0.3%	+$100K	3.92%	2
2025 Q4	$31.8M	Sell	804,494 -40,133	-5%	-$1.57M	4.11%	3
2025 Q3	$32.6M	Sell	844,627 -3,380	-0.4%	-$126K	4.59%	2
2025 Q2	$30.4M	Sell	848,007 -48,012	-5%	-$1.6M	4.77%	2
2025 Q1	$29.6M	Sell	896,019 -11,071	-1%	-$384K	5.66%	2
2024 Q4	$31.4M	Sell	907,090 -4,864	-0.5%	-$171K	5.23%	2
2024 Q3	$31.3M	Sell	911,954 -779,433	-46%	-$25.7M	5.31%	2
2024 Q2	$28.9M	Buy	1,691,387 +786,938	+87%	+$24.8M	5.31%	2
2024 Q1	$28.9M	Sell	904,449 -28,632	-3%	-$864K	5.64%	2
2023 Q4	$27.3M	Sell	933,081 -18,982	-2%	-$514K	5.85%	2
2023 Q3	$24.9M	Sell	952,063 -23,395	-2%	-$639K	6.21%	2
2023 Q2	$26.5M	Sell	975,458 -165,416	-14%	-$4.26M	6.54%	2
2023 Q1	$29M	Buy	+1,140,874	New	+$28.9M	5.98%	3
2022 Q3	$24.7M	Buy	1,112,392 +1,011,195	+999%	+$24.8M	6.6%	3
2022 Q2	$2.36M	Buy	101,197 +1,436	+1%	+$36.4K	0.96%	25
2022 Q1	$2.71M	Buy	+99,761	New	+$2.73M	0.98%	24
2021 Q4	–	Sell	-30,609	Closed	-$864K	–	66
2021 Q3	$813K	Buy	30,609 +45	+0.1%	+$1.22K	0.29%	52
2021 Q2	$825K	Buy	+30,564	New	+$812K	0.32%	47

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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