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Ridgeline Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ridgeline Wealth’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
Q2 		– Sell
-7,237
Closed -$239K – 50
2025
Q1 		$239K Hold
7,237
– – 0.2% 46
2024
Q4 		$250K Buy
+7,237
New +$255K 0.2% 49

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

Ridgeline Wealth's DFAC Position: Q2 2025 in Review

Ridgeline Wealth sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 7,237 shares — an estimated $239K sold.

Ridgeline Wealth first reported a position in DFAC in Q4 2024 and held it in 2 quarters. The position peaked at $250K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Ridgeline Wealth reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Ridgeline Wealth sold 7,237 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $239K.
  • Ridgeline Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and held it in 2 quarters.
  • Ridgeline Wealth's Dimensional US Core Equity 2 ETF position peaked at $250K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Ridgeline Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.