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

PFG Private 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
2025
Q4 		– Sell
-150,851
Closed -$5.82M – 91
2025
Q3 		$5.82M Buy
+150,851
New +$5.63M 2.59% 8

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

PFG Private Wealth Management's DFAC Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2025, closing a stake of 150,851 shares — an estimated $5.82M sold.

PFG Private Wealth Management first reported a position in DFAC in Q3 2025 and held it in 1 quarter. The position peaked at $5.82M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 150,851 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $5.82M.
  • PFG Private Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $5.82M in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.