SAM
DFAC icon

S.A. Mason’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

S.A. Mason’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
Q3 		– Sell
-830
Closed -$29.7K – 276
2025
Q2 		$29.7K Hold
830
– – 0.01% 317
2025
Q1 		$27.4K Hold
830
– – 0.01% 308
2024
Q4 		$28.7K Hold
830
– – 0.02% 300
2024
Q3 		$28.5K Hold
830
– – 0.02% 291
2024
Q2 		$26.8K Hold
830
– – 0.02% 284
2024
Q1 		$26.5K Buy
+830
New +$25.1K 0.02% 278

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

S.A. Mason's DFAC Position: Q3 2025 in Review

S.A. Mason sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2025, closing a stake of 830 shares — an estimated $29.7K sold.

S.A. Mason first reported a position in DFAC in Q1 2024 and held it in 6 quarters. The position peaked at $29.7K in Q2 2025. 1,048 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • S.A. Mason reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 830 Dimensional US Core Equity 2 ETF shares in Q3 2025, an estimated $29.7K.
  • S.A. Mason first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and held it in 6 quarters.
  • S.A. Mason's Dimensional US Core Equity 2 ETF position peaked at $29.7K in Q2 2025.
  • 1,048 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.