SPWM
DFAC icon

Straight Path Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Straight Path Wealth 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
2026
Q1 		$70.7M Buy
1,820,547
+118,421
+7% +$4.77M 18.9% 1
2025
Q4 		$67.4M Buy
1,702,126
+89,196
+6% +$3.48M 18.17% 1
2025
Q3 		$62.2M Buy
1,612,930
+149,793
+10% +$5.59M 17.36% 1
2025
Q2 		$52.4M Buy
1,463,137
+137,082
+10% +$4.57M 17.8% 1
2025
Q1 		$43.7M Buy
1,326,055
+81,687
+7% +$2.84M 17.7% 1
2024
Q4 		$43M Buy
1,244,368
+34,531
+3% +$1.22M 17.03% 2
2024
Q3 		$41.5M Buy
1,209,837
+60,785
+5% +$2.01M 17.87% 1
2024
Q2 		$37M Buy
1,149,052
+123,938
+12% +$3.91M 19.03% 1
2024
Q1 		$32.8M Buy
1,025,114
+52,128
+5% +$1.57M 18.39% 1
2023
Q4 		$28.4M Buy
972,986
+134,842
+16% +$3.65M 16.68% 2
2023
Q3 		$22M Buy
838,144
+62,377
+8% +$1.7M 14.89% 2
2023
Q2 		$21.1M Buy
775,767
+126,176
+19% +$3.25M 14.46% 2
2023
Q1 		$16.6M Buy
649,591
+80,563
+14% +$2.04M 13.16% 2
2022
Q4 		$13.8M Buy
569,028
+350,087
+160% +$8.52M 13.24% 2
2022
Q3 		$4.87M Buy
218,941
+108,832
+99% +$2.67M 4.37% 2
2022
Q2 		$2.57M Buy
+110,109
New +$2.79M 2.51% 12

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return