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

Significant Wealth Partners’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 Q2	$432K	Hold	9,730	–	–	0.47%	64
2026 Q1	$378K	Sell	9,730 -22	-0.2%	-$886	0.47%	66
2025 Q4	$386K	Hold	9,752	–	–	0.43%	34
2025 Q3	$376K	Sell	9,752 -10	-0.1%	-$373	0.18%	62
2025 Q2	$350K	Hold	9,762	–	–	0.17%	56
2025 Q1	$322K	Hold	9,762	–	–	0.17%	52
2024 Q4	$338K	Hold	9,762	–	–	0.17%	42
2024 Q3	$335K	Hold	9,762	–	–	0.17%	46
2024 Q2	$315K	Hold	9,762	–	–	0.18%	44
2024 Q1	$312K	Buy	+9,762	New	+$295K	0.2%	123

Other funds holding DFAC

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return