SIM
DFAC icon

Studio Investment Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Studio Investment 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
2025
Q2 		– Sell
-538
Closed -$17.7K – 203
2025
Q1 		$17.7K Sell
538
-308
-36% -$10.7K ﹤0.01% 240
2024
Q4 		$29.3K Hold
846
– – 0.01% 215
2024
Q3 		$29K Hold
846
– – 0.01% 212
2024
Q2 		$27.3K Sell
846
-2,737
-76% -$86.3K 0.01% 198
2024
Q1 		$114K Buy
+3,583
New +$108K 0.03% 165

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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 $919M AUM 23.4% 1-Year Est. Return

Studio Investment Management's DFAC Position: Q2 2025 in Review

Studio Investment Management sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2025, closing a stake of 538 shares — an estimated $17.7K sold.

Studio Investment Management first reported a position in DFAC in Q1 2024 and held it in 5 quarters. The position peaked at $114K in Q1 2024. 1,029 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Studio Investment Management reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 538 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2025, an estimated $17.7K.
  • Studio Investment Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and held it in 5 quarters.
  • Studio Investment Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $114K in Q1 2024.
  • 1,029 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.