Lion Street Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Lion Street Advisors’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 Q3	$207K	Sell	7,356 -27,730	-79%	-$1.03M	0.07%	216
2025 Q2	$1.26M	Buy	35,086 +1,360	+4%	+$45.4K	0.38%	55
2025 Q1	$1.11M	Sell	33,726 -985	-3%	-$34.2K	0.35%	61
2024 Q4	$1.2M	Sell	34,711 -1,311	-4%	-$46.2K	0.38%	54
2024 Q3	$1.24M	Buy	36,022 +17,185	+91%	+$568K	0.43%	46
2024 Q2	$607K	Sell	18,837 -5,772	-23%	-$182K	0.22%	100
2024 Q1	$719K	Hold	24,609	–	–	0.29%	76
2023 Q4	$719K	Sell	24,609 -294	-1%	-$7.96K	0.29%	75
2023 Q3	$652K	Buy	24,903 +17,547	+239%	+$479K	0.21%	95
2023 Q2	$207K	Sell	7,356 -1,555	-17%	-$40.1K	0.07%	228
2023 Q1	$227K	Buy	+8,911	New	+$226K	0.07%	210

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

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

Envestnet Asset Management

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return