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Pollock Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Pollock Investment 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
2025
Q4 		$14.2M Buy
359,703
+198,735
+123% +$7.76M 10.47% 3
2025
Q3 		$6.21M Buy
160,968
+36,567
+29% +$1.36M 4.86% 3
2025
Q2 		$4.46M Buy
124,401
+61,201
+97% +$2.04M 3.63% 3
2025
Q1 		$2.08M Buy
63,200
+18,303
+41% +$635K 1.69% 5
2024
Q4 		$1.55M Buy
+44,897
New +$1.58M 1.26% 8

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Pollock Investment Advisors's DFAC Position: Q4 2025 in Review

Pollock Investment Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 123% in Q4 2025, buying an estimated $7.76M and bringing the position to 359,703 shares worth $14.2M. The position accounts for 10.47% of the portfolio, ranked #3.

Pollock Investment Advisors first reported a position in DFAC in Q4 2024 and has held it in 5 quarters since. 1,157 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Pollock Investment Advisors held 359,703 shares of Dimensional US Core Equity 2 ETF worth $14.2M as of Q4 2025.
  • Pollock Investment Advisors bought 198,735 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $7.76M.
  • Dimensional US Core Equity 2 ETF made up 10.47% of Pollock Investment Advisors's portfolio in Q4 2025, its #3 holding.
  • Pollock Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Pollock Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.