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Smith Anglin Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Smith Anglin Financial’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
Q2 		$389K Buy
10,841
+32
+0.3% +$1.07K 0.04% 139
2025
Q1 		$357K Buy
10,809
+27
+0.3% +$937 0.04% 146
2024
Q4 		$373K Buy
10,782
+31
+0.3% +$1.09K 0.04% 138
2024
Q3 		$369K Hold
10,751
– – 0.04% 136
2024
Q2 		$347K Hold
10,751
– – 0.04% 134
2024
Q1 		$343K Buy
+10,751
New +$325K 0.04% 128

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

Smith Anglin Financial's DFAC Position: Q2 2025 in Review

Smith Anglin Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.3% in Q2 2025, buying an estimated $1.07K and bringing the position to 10,841 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #139.

Smith Anglin Financial first reported a position in DFAC in Q1 2024 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Smith Anglin Financial held 10,841 shares of Dimensional US Core Equity 2 ETF worth $389K as of Q2 2025.
  • Smith Anglin Financial bought 32 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $1.07K.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Smith Anglin Financial's portfolio in Q2 2025, its #139 holding.
  • Smith Anglin Financial first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.