Strategic Investment Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Strategic Investment Solutions’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	$8.6M	Sell	193,784 -7,070	-4%	-$302K	1.97%	10
2026 Q1	$7.8M	Sell	200,854 -1,815	-0.9%	-$73.1K	1.88%	12
2025 Q4	$8.02M	Sell	202,669 -107,267	-35%	-$4.19M	1.93%	11
2025 Q3	$12M	Sell	309,936 -55,000	-15%	-$2.05M	3.16%	6
2025 Q2	$13.1M	Sell	364,936 -204,276	-36%	-$6.81M	3.96%	4
2025 Q1	$18.8M	Buy	569,212 +133,268	+31%	+$4.63M	5.45%	4
2024 Q4	$13.9M	Sell	435,944 -160,069	-27%	-$5.64M	4.66%	5
2024 Q3	$20.4M	Buy	596,013 +1,960	+0.3%	+$64.7K	6.12%	3
2024 Q2	$19.8M	Buy	+594,053	New	+$18.7M	6.39%	3
2023 Q4	$10.6M	Sell	361,172 -6,523,470	-95%	-$177M	1.83%	13
2023 Q3	$188M	Buy	6,884,642 +6,804,044	+8,442%	+$186M	2.32%	10
2023 Q2	$2.11M	Sell	80,598 -125,375	-61%	-$3.23M	0.43%	25
2023 Q1	$5.25M	Sell	205,973 -419	-0.2%	-$10.6K	1.03%	22
2022 Q4	$5.49M	Buy	+206,392	New	+$5.02M	2.71%	9

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

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return