Lindbrook Capital’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Lindbrook Capital’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	$226K	Hold	6,850	–	–	0.02%	376
2024 Q4	$237K	Hold	6,850	–	–	0.02%	351
2024 Q3	$235K	Hold	6,850	–	–	0.02%	357
2024 Q2	$221K	Hold	6,850	–	–	0.02%	342
2024 Q1	$219K	Hold	6,850	–	–	0.02%	343
2023 Q4	$200K	Hold	6,850	–	–	0.02%	346
2023 Q3	$179K	Hold	6,850	–	–	0.02%	344
2023 Q2	$186K	Hold	6,850	–	–	0.02%	339
2023 Q1	$175K	Hold	6,850	–	–	0.02%	343
2022 Q4	$166K	Hold	6,850	–	–	0.02%	371
2022 Q3	$152K	Hold	6,850	–	–	0.03%	331
2022 Q2	$160K	Hold	6,850	–	–	0.03%	331
2022 Q1	$189K	Hold	6,850	–	–	0.03%	301
2021 Q4	$198K	Buy	+6,850	New	+$193K	0.03%	306

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lindbrook Capital's DFAC Position: Q1 2025 in Review

Lindbrook Capital held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q1 2025 at 6,850 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #376.

Lindbrook Capital first reported a position in DFAC in Q4 2021 and has held it in 14 quarters since. The position peaked at $237K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

Lindbrook Capital held 6,850 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $226K as of Q1 2025.
Lindbrook Capital left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q1 2025.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #376 holding.
Lindbrook Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $237K in Q4 2024.
1,003 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.