MWM
DFAC icon

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

Mattern 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 		$72M Buy
1,853,241
+19,860
+1% +$800K 14.04% 1
2025
Q4 		$72.6M Buy
1,833,381
+30,752
+2% +$1.2M 13.97% 1
2025
Q3 		$69.5M Sell
1,802,629
-9,914
-0.5% -$370K 13.88% 1
2025
Q2 		$65M Buy
1,812,543
+75,653
+4% +$2.52M 13.52% 1
2025
Q1 		$57.3M Buy
1,736,890
+108,446
+7% +$3.76M 12.68% 1
2024
Q4 		$56.3M Buy
1,628,444
+67,848
+4% +$2.39M 12.42% 1
2024
Q3 		$53.5M Buy
1,560,596
+572,245
+58% +$18.9M 11.76% 1
2024
Q2 		$31.9M Buy
988,351
+525,773
+114% +$16.6M 7.66% 1
2024
Q1 		$14.8M Buy
462,578
+7,070
+2% +$213K 3.6% 5
2023
Q4 		$13.3M Buy
455,508
+18,933
+4% +$512K 3.42% 5
2023
Q3 		$11.4M Sell
436,575
-110,661
-20% -$3.02M 3.35% 5
2023
Q2 		$14.9M Buy
547,236
+99,881
+22% +$2.57M 4.34% 4
2023
Q1 		$11.4M Buy
447,355
+392,930
+722% +$9.95M 3.77% 5
2022
Q4 		$1.32M Sell
54,425
-11,131
-17% -$271K 0.53% 62
2022
Q3 		$1.46M Sell
65,556
-3,011
-4% -$73.9K 0.59% 52
2022
Q2 		$1.6M Buy
68,567
+10,873
+19% +$275K 0.63% 49
2022
Q1 		$1.59M Buy
+57,694
New +$1.58M 0.52% 57

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return