RWM
DFAC icon

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

Ruedi 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
2026
Q1 		$89M Sell
2,290,135
-43,072
-2% -$1.74M 22.92% 1
2025
Q4 		$92.4M Buy
2,333,207
+171,339
+8% +$6.69M 24.21% 1
2025
Q3 		$83.4M Buy
2,161,868
+10,727
+0.5% +$400K 23.34% 1
2025
Q2 		$77.1M Buy
2,151,141
+21,925
+1% +$731K 22.87% 1
2025
Q1 		$70.2M Sell
2,129,216
-12,978
-0.6% -$451K 21.98% 1
2024
Q4 		$74.1M Sell
2,142,194
-11,976
-0.6% -$422K 23.39% 1
2024
Q3 		$73.9M Sell
2,154,170
-66,628
-3% -$2.2M 25.36% 1
2024
Q2 		$71.6M Sell
2,220,798
-60,986
-3% -$1.92M 28.19% 1
2024
Q1 		$72.9M Buy
2,281,784
+53,348
+2% +$1.61M 30.67% 1
2023
Q4 		$65.1M Buy
2,228,436
+130,488
+6% +$3.53M 30.73% 1
2023
Q3 		$55M Buy
2,097,948
+49,820
+2% +$1.36M 31.5% 1
2023
Q2 		$55.6M Buy
2,048,128
+87,940
+4% +$2.27M 32.69% 1
2023
Q1 		$49.9M Buy
1,960,188
+161,453
+9% +$4.09M 32.09% 1
2022
Q4 		$44.9M Buy
+1,798,735
New +$43.8M 31.66% 1

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
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