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MBM Wealth Consultants’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

MBM Wealth Consultants’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 		$270K Hold
6,940
– – 0.06% 102
2025
Q4 		$275K Hold
6,940
– – 0.07% 103
2025
Q3 		$268K Hold
6,940
– – 0.07% 102
2025
Q2 		$249K Hold
6,940
– – 0.07% 102
2025
Q1 		$229K Hold
6,940
– – 0.07% 102
2024
Q4 		$240K Hold
6,940
– – 0.07% 100
2024
Q3 		$238K Hold
6,940
– – 0.08% 102
2024
Q2 		$226K Hold
6,940
– – 0.08% 96
2024
Q1 		$222K Hold
6,940
– – 0.08% 102
2023
Q4 		$207K Buy
+6,940
New +$188K 0.08% 103
2023
Q2 		– Sell
-6,940
Closed -$177K – 147
2023
Q1 		$177K Hold
6,940
– – 0.07% 107
2022
Q4 		$168K Buy
+6,940
New +$169K 0.08% 94

Other funds holding DFAC

Mercer Global Advisors
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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