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RAM Investment Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

RAM Investment 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
2026
Q1 		$106M Buy
2,739,860
+8,080
+0.3% +$326K 18.7% 1
2025
Q4 		$108M Buy
2,731,780
+8,093
+0.3% +$316K 19.56% 1
2025
Q3 		$105M Buy
2,723,687
+24,549
+0.9% +$916K 19.71% 1
2025
Q2 		$96.7M Buy
2,699,138
+101,229
+4% +$3.38M 20.31% 1
2025
Q1 		$85.7M Sell
2,597,909
-44,275
-2% -$1.54M 21.16% 1
2024
Q4 		$91.4M Buy
2,642,184
+69,269
+3% +$2.44M 22.46% 1
2024
Q3 		$88.2M Buy
2,572,915
+130,625
+5% +$4.31M 22.97% 1
2024
Q2 		$78.7M Buy
2,442,290
+156,084
+7% +$4.92M 22.85% 1
2024
Q1 		$73M Buy
2,286,206
+88,707
+4% +$2.68M 22.97% 1
2023
Q4 		$64.2M Buy
2,197,499
+27,983
+1% +$757K 22.4% 1
2023
Q3 		$56.8M Buy
2,169,516
+134,800
+7% +$3.68M 24.04% 1
2023
Q2 		$55.2M Buy
2,034,716
+104,433
+5% +$2.69M 23.1% 1
2023
Q1 		$49.2M Buy
1,930,283
+218,353
+13% +$5.53M 26.48% 1
2022
Q4 		$41.6M Buy
+1,711,930
New +$41.6M 25.58% 1

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FFM
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FPAS
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LPL Financial
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AC
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GA
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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