Strategic Financial Concepts’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Strategic Financial Concepts’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	–	Sell	-47,328	Closed	-$1.56M	–	303
2025 Q1	$1.56M	Hold	47,328	–	–	0.29%	70
2024 Q4	$1.64M	Buy	+47,328	New	+$1.67M	0.31%	71
2024 Q3	–	Sell	-166,475	Closed	-$1.59M	–	340
2024 Q2	$1.59M	Buy	166,475 +113,944	+217%	+$3.59M	0.92%	34
2024 Q1	$1.68M	Buy	52,531 +3,475	+7%	+$105K	0.4%	60
2023 Q4	$1.43M	Sell	49,056 -4,435	-8%	-$120K	0.85%	37
2023 Q3	$1.4M	Buy	53,491 +12	+0%	+$328	0.47%	57
2023 Q2	$1.45M	Buy	53,479 +989	+2%	+$25.5K	0.54%	55
2023 Q1	$1.34M	Buy	+52,490	New	+$1.33M	0.54%	52

Other funds holding DFAC

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

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

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 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

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

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

Strategic Financial Concepts's DFAC Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 47,328 shares — an estimated $1.56M sold.

Strategic Financial Concepts first reported a position in DFAC in Q1 2023 and held it in 8 quarters. The position peaked at $1.68M in Q1 2024. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

Strategic Financial Concepts reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 47,328 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $1.56M.
Strategic Financial Concepts first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and held it in 8 quarters.
Strategic Financial Concepts's Dimensional US Core Equity 2 ETF position peaked at $1.68M in Q1 2024.
1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.