Pettinga Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Pettinga Financial 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
2026 Q2	$800K	Hold	18,026	–	–	0.13%	84
2026 Q1	$700K	Hold	18,026	–	–	0.13%	87
2025 Q4	$714K	Sell	18,026 -4	-0%	-$156	0.14%	81
2025 Q3	$695K	Buy	18,030 +1,091	+6%	+$40.7K	0.14%	81
2025 Q2	$607K	Hold	16,939	–	–	0.13%	79
2025 Q1	$559K	Hold	16,939	–	–	0.13%	76
2024 Q4	$586K	Hold	16,939	–	–	0.13%	75
2024 Q3	$581K	Hold	16,939	–	–	0.14%	70
2024 Q2	$546K	Hold	16,939	–	–	0.14%	70
2024 Q1	$541K	Sell	16,939 -15,600	-48%	-$471K	0.14%	76
2023 Q4	$951K	Buy	32,539 +15,600	+92%	+$422K	0.26%	56
2023 Q3	$444K	Hold	16,939	–	–	0.13%	67
2023 Q2	$460K	Sell	16,939 -100	-0.6%	-$2.58K	0.14%	63
2023 Q1	$434K	Buy	17,039 +100	+0.6%	+$2.53K	0.14%	67
2022 Q4	$411K	Hold	16,939	–	–	0.13%	71
2022 Q3	$377K	Hold	16,939	–	–	0.13%	70
2022 Q2	$395K	Buy	+16,939	New	+$429K	0.12%	75

Other funds holding DFAC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return