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Von Berge Wealth Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Von Berge Wealth Management Group’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
Q3 		– Sell
-9,687
Closed -$355K – 9
2025
Q2 		$355K Buy
9,687
+565
+6% +$18.8K 0.2% 44
2025
Q1 		$292K Buy
9,122
+65
+0.7% +$2.26K 0.19% 45
2024
Q4 		$326K Buy
9,057
+50
+0.6% +$1.76K 0.2% 44
2024
Q3 		$322K Buy
9,007
+350
+4% +$11.6K 0.2% 45
2024
Q2 		$279K Buy
8,657
+623
+8% +$19.6K 0.18% 49
2024
Q1 		$257K Buy
8,034
+605
+8% +$18.3K 0.17% 52
2023
Q4 		$215K Buy
+7,429
New +$201K 0.17% 64
2023
Q3 		– Sell
-7,394
Closed -$201K – 59
2023
Q2 		$201K Buy
+7,394
New +$191K 0.17% 62

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Von Berge Wealth Management Group's DFAC Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2025, closing a stake of 9,687 shares — an estimated $355K sold.

Von Berge Wealth Management Group first reported a position in DFAC in Q2 2023 and held it in 8 quarters. The position peaked at $355K in Q2 2025. 1,047 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 9,687 Dimensional US Core Equity 2 ETF shares in Q3 2025, an estimated $355K.
  • Von Berge Wealth Management Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and held it in 8 quarters.
  • Von Berge Wealth Management Group's Dimensional US Core Equity 2 ETF position peaked at $355K in Q2 2025.
  • 1,047 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.