Sensible Money’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sensible Money’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
2026 Q1	$85.9M	Buy	2,210,467 +179,968	+9%	+$7.25M	26.13%	1
2025 Q4	$80.4M	Buy	2,030,499 +55,622	+3%	+$2.17M	25.67%	1
2025 Q3	$76.2M	Buy	1,974,877 +86,191	+5%	+$3.22M	25.89%	1
2025 Q2	$67.7M	Buy	1,888,686 +86,705	+5%	+$2.89M	25.66%	1
2025 Q1	$59.4M	Buy	1,801,981 +77,951	+5%	+$2.71M	25.47%	1
2024 Q4	$59.6M	Buy	1,724,030 +28,902	+2%	+$1.02M	26.14%	1
2024 Q3	$58.1M	Buy	1,695,128 +29,865	+2%	+$986K	25.4%	1
2024 Q2	$53.7M	Buy	1,665,263 +193,780	+13%	+$6.11M	26.18%	1
2024 Q1	$47M	Buy	1,471,483 +107,111	+8%	+$3.23M	25.28%	1
2023 Q4	$39.9M	Buy	1,364,372 +102,768	+8%	+$2.78M	23.95%	1
2023 Q3	$33.1M	Buy	1,261,604 +127,324	+11%	+$3.48M	23.32%	1
2023 Q2	$30.8M	Buy	1,134,280 +266,469	+31%	+$6.87M	22.41%	1
2023 Q1	$22.1M	Buy	867,811 +336,989	+63%	+$8.54M	19.09%	2
2022 Q4	$12.9M	Buy	+530,822	New	+$12.9M	13.78%	2

Other funds holding DFAC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return