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Sheets Smith Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sheets Smith Investment Management’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 		$212K Buy
+5,508
New +$206K 0.14% 118

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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 $819M AUM 18.29% 1-Year Est. Return

Sheets Smith Investment Management's DFAC Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q3 2025: 5,508 shares worth $212K. The stake represents 0.14% of the portfolio and ranks #118 among its holdings.

1,046 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • Sheets Smith Investment Management held 5,508 shares of Dimensional US Core Equity 2 ETF worth $212K as of Q3 2025.
  • Dimensional US Core Equity 2 ETF was a new Sheets Smith Investment Management position in Q3 2025.
  • Dimensional US Core Equity 2 ETF made up 0.14% of Sheets Smith Investment Management's portfolio in Q3 2025, its #118 holding.
  • 1,046 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.