Truepoint Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-5,874	Closed	-$203K	–	137
2024 Q4	$203K	Hold	5,874	–	–	0.01%	128
2024 Q3	$201K	Buy	+5,874	New	+$194K	0.01%	123
2023 Q4	–	Sell	-15,242	Closed	-$399K	–	246
2023 Q3	$399K	Buy	+15,242	New	+$416K	0.01%	128
2022 Q2	–	Sell	-448,872	Closed	-$11.2M	–	162
2022 Q1	$11.2M	Sell	448,872 -61,743	-12%	-$1.69M	0.53%	20
2021 Q4	$13.3M	Buy	510,615 +28,704	+6%	+$810K	0.62%	17
2021 Q3	$12.5M	Buy	+481,911	New	+$13.1M	0.63%	17

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 $7.79B AUM 20.38% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truepoint Inc's DFAC Position: Q1 2025 in Review

Truepoint Inc sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2025, closing a stake of 5,874 shares — an estimated $203K sold.

Truepoint Inc first reported a position in DFAC in Q3 2021 and held it in 6 quarters. The position peaked at $13.3M in Q4 2021. 997 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

Truepoint Inc reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
Truepoint Inc sold 5,874 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $203K.
Truepoint Inc first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 6 quarters.
Truepoint Inc's Dimensional US Core Equity 2 ETF position peaked at $13.3M in Q4 2021.
997 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on Truepoint Inc's 13F filing for Q1 2025, filed 12 May 2025.