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SageView Advisory Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

SageView Advisory Group’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 		$11.6M Sell
292,990
-7,795
-3% -$304K 0.39% 31
2025
Q3 		$11.6M Sell
300,785
-1,134
-0.4% -$42.3K 0.4% 31
2025
Q2 		$11.2M Sell
301,919
-2,009
-0.7% -$67K 0.42% 26
2025
Q1 		$10M Sell
303,928
-6,404
-2% -$222K 0.43% 29
2024
Q4 		$10.7M Sell
310,332
-6,585
-2% -$232K 0.46% 29
2024
Q3 		$10.9M Sell
316,917
-1,289
-0.4% -$42.6K 0.55% 25
2024
Q2 		$10.3M Sell
318,206
-18,622
-6% -$587K 0.48% 30
2024
Q1 		$10.8M Sell
336,828
-68,727
-17% -$2.07M 0.54% 28
2023
Q4 		$12.1M Sell
405,555
-4,305
-1% -$116K 0.52% 25
2023
Q3 		$10.7M Buy
409,860
+2,474
+0.6% +$67.5K 0.62% 25
2023
Q2 		$11.1M Sell
407,386
-3,571
-0.9% -$92K 0.62% 27
2023
Q1 		$10.5M Buy
410,957
+237
+0.1% +$6K 0.67% 27
2022
Q4 		$9.97M Buy
+410,720
New +$9.99M 0.81% 24

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SageView Advisory Group's DFAC Position: Q4 2025 in Review

SageView Advisory Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.6% in Q4 2025, selling an estimated $304K and leaving 292,990 shares worth $11.6M. The position accounts for 0.39% of the portfolio, ranked #31.

SageView Advisory Group first reported a position in DFAC in Q4 2022 and has held it in 13 quarters since. The position peaked at $12.1M in Q4 2023. 1,152 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • SageView Advisory Group held 292,990 shares of Dimensional US Core Equity 2 ETF worth $11.6M as of Q4 2025.
  • SageView Advisory Group sold 7,795 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $304K.
  • Dimensional US Core Equity 2 ETF made up 0.39% of SageView Advisory Group's portfolio in Q4 2025, its #31 holding.
  • SageView Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Dimensional US Core Equity 2 ETF position peaked at $12.1M in Q4 2023.
  • 1,152 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.