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Sabal Trust’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sabal Trust’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
Q1 		$796K Buy
24,135
+3,207
+15% +$111K 0.04% 159
2024
Q4 		$724K Buy
+20,928
New +$737K 0.04% 167

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 $7.79B AUM 20.38% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sabal Trust's DFAC Position: Q1 2025 in Review

Sabal Trust increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 15% in Q1 2025, buying an estimated $111K and bringing the position to 24,135 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #159.

Sabal Trust first reported a position in DFAC in Q4 2024 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • Sabal Trust held 24,135 shares of Dimensional US Core Equity 2 ETF worth $796K as of Q1 2025.
  • Sabal Trust bought 3,207 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $111K.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Sabal Trust's portfolio in Q1 2025, its #159 holding.
  • Sabal Trust first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.