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Running Point Capital Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Running Point Capital 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 		$5.72M Sell
144,446
-2,425
-2% -$94.7K 1.56% 19
2025
Q3 		$5.66M Sell
146,871
-565
-0.4% -$21.1K 1.52% 15
2025
Q2 		$5.28M Sell
147,436
-379
-0.3% -$12.6K 1.46% 16
2025
Q1 		$4.88M Sell
147,815
-2,225
-1% -$77.2K 1.55% 18
2024
Q4 		$5.19M Sell
150,040
-1,099
-0.7% -$38.7K 1.78% 18
2024
Q3 		$5.18M Sell
151,139
-6,963
-4% -$230K 2% 16
2024
Q2 		$5.1M Hold
158,102
– – 2.11% 12
2024
Q1 		$5.05M Hold
158,102
– – 2.26% 12
2023
Q4 		$4.62M Buy
158,102
+9,685
+7% +$262K 2.26% 13
2023
Q3 		$3.89M Hold
148,417
– – 2.26% 10
2023
Q2 		$4.03M Sell
148,417
-154
-0.1% -$3.97K 2.26% 11
2023
Q1 		$3.79M Hold
148,571
– – 2.29% 11
2022
Q4 		$3.61M Sell
148,571
-638
-0.4% -$15.5K 2.22% 11
2022
Q3 		$3.32M Hold
149,209
– – 2.2% 10
2022
Q2 		$3.48M Sell
149,209
-43,390
-23% -$1.1M 2.23% 12
2022
Q1 		$5.31M Hold
192,599
– – 3.11% 11
2021
Q4 		$5.58M Hold
192,599
– – 3.35% 11
2021
Q3 		$5.12M Hold
192,599
– – 2.27% 14
2021
Q2 		$5.2M Buy
+192,599
New +$5.12M 2.36% 13

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

Running Point Capital Advisors's DFAC Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.7% in Q4 2025, selling an estimated $94.7K and leaving 144,446 shares worth $5.72M. The position accounts for 1.56% of the portfolio, ranked #19.

Running Point Capital Advisors first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. 1,157 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Running Point Capital Advisors held 144,446 shares of Dimensional US Core Equity 2 ETF worth $5.72M as of Q4 2025.
  • Running Point Capital Advisors sold 2,425 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $94.7K.
  • Dimensional US Core Equity 2 ETF made up 1.56% of Running Point Capital Advisors's portfolio in Q4 2025, its #19 holding.
  • Running Point Capital Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.