O'Brien Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

O'Brien Wealth Partners’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 Q4	$705K	Buy	+17,820	New	+$696K	0.09%	42

Other funds holding DFAC

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWM

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

O'Brien Wealth Partners's DFAC Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q4 2025: 17,820 shares worth $705K. The stake represents 0.09% of the portfolio and ranks #42 among its holdings.

1,157 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

O'Brien Wealth Partners held 17,820 shares of Dimensional US Core Equity 2 ETF worth $705K as of Q4 2025.
Dimensional US Core Equity 2 ETF was a new O'Brien Wealth Partners position in Q4 2025.
Dimensional US Core Equity 2 ETF made up 0.09% of O'Brien Wealth Partners's portfolio in Q4 2025, its #42 holding.
1,157 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.