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

Schulz Wealth’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 		$35.6M Buy
899,072
+24,161
+3% +$943K 22.81% 1
2025
Q3 		$33.7M Buy
874,911
+79,177
+10% +$2.95M 22.31% 1
2025
Q2 		$28.5M Buy
795,734
+60,636
+8% +$2.02M 21.32% 1
2025
Q1 		$24.3M Buy
735,098
+25,355
+4% +$880K 18.5% 1
2024
Q4 		$24.6M Buy
709,743
+4,909
+0.7% +$173K 18.85% 1
2024
Q3 		$24.2M Buy
704,834
+43,150
+7% +$1.43M 18.69% 1
2024
Q2 		$21.3M Sell
661,684
-36,704
-5% -$1.16M 18.07% 1
2024
Q1 		$22.3M Buy
698,388
+92,589
+15% +$2.8M 19.07% 1
2023
Q4 		$17.7M Buy
+605,799
New +$16.4M 16.93% 1

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

Schulz Wealth's DFAC Position: Q4 2025 in Review

Schulz Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.8% in Q4 2025, buying an estimated $943K and bringing the position to 899,072 shares worth $35.6M. The position accounts for 22.81% of the portfolio, ranked #1.

Schulz Wealth first reported a position in DFAC in Q4 2023 and has held it in 9 quarters since. 1,152 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Schulz Wealth held 899,072 shares of Dimensional US Core Equity 2 ETF worth $35.6M as of Q4 2025.
  • Schulz Wealth bought 24,161 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $943K.
  • Dimensional US Core Equity 2 ETF made up 22.81% of Schulz Wealth's portfolio in Q4 2025, its #1 holding.
  • Schulz Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.