PCM
DFAC icon

Passive Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Passive Capital 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 		$55.2M Buy
1,419,268
+70,540
+5% +$2.84M 16.47% 1
2025
Q4 		$53.4M Buy
1,348,728
+46,354
+4% +$1.81M 16.7% 1
2025
Q3 		$50.2M Buy
1,302,374
+64,671
+5% +$2.41M 16.38% 1
2025
Q2 		$44.6M Buy
1,237,703
+71,391
+6% +$2.38M 13.88% 2
2025
Q1 		$38.5M Buy
1,166,312
+154,550
+15% +$5.37M 12.19% 2
2024
Q4 		$35M Buy
1,011,762
+29,462
+3% +$1.04M 12.32% 2
2024
Q3 		$33.7M Buy
982,300
+27,417
+3% +$906K 11.76% 3
2024
Q2 		$30.8M Buy
954,883
+165,108
+21% +$5.21M 11.43% 3
2024
Q1 		$25.2M Buy
789,775
+27,234
+4% +$822K 9.88% 3
2023
Q4 		$22.3M Buy
762,541
+25,068
+3% +$678K 9.05% 4
2023
Q3 		$19.3M Buy
737,473
+15,021
+2% +$410K 8.64% 4
2023
Q2 		$19.6M Buy
722,452
+58,264
+9% +$1.5M 8.33% 4
2023
Q1 		$16.9M Buy
664,188
+45,532
+7% +$1.15M 7.38% 5
2022
Q4 		$15M Buy
618,656
+246,587
+66% +$6M 6.83% 5
2022
Q3 		$8.27M Sell
372,069
-408,028
-52% -$10M 4.37% 5
2022
Q2 		$18.2M Buy
+780,097
New +$19.8M 9.25% 4
2022
Q1 		– Sell
-12,318
Closed -$357K – 48
2021
Q4 		$357K Buy
+12,318
New +$348K 0.2% 38

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