TruNorth Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

TruNorth Capital 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	$1.7M	Buy	43,758 +15,239	+53%	+$614K	0.33%	29
2025 Q4	$1.13M	Hold	28,519	–	–	0.21%	40
2025 Q3	$1.1M	Hold	28,519	–	–	0.22%	36
2025 Q2	$1.02M	Hold	28,519	–	–	0.23%	37
2025 Q1	$941K	Hold	28,519	–	–	0.23%	38
2024 Q4	$986K	Sell	28,519 -1,507	-5%	-$53.1K	0.27%	33
2024 Q3	$1.03M	Sell	30,026 -928	-3%	-$30.7K	0.31%	35
2024 Q2	$998K	Hold	30,954	–	–	0.32%	32
2024 Q1	$989K	Buy	+30,954	New	+$934K	0.34%	31

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Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return