WIM
DFAC icon

Warwick Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Warwick 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
2026
Q1 		$101M Sell
2,599,253
-7,087
-0.3% -$286K 14.64% 2
2025
Q4 		$103M Buy
2,606,340
+162,163
+7% +$6.33M 15.9% 2
2025
Q3 		$94.3M Sell
2,444,177
-52,628
-2% -$1.96M 16.36% 2
2025
Q2 		$89.5M Sell
2,496,805
-18,254
-0.7% -$609K 17.36% 2
2025
Q1 		$83M Sell
2,515,059
-49,054
-2% -$1.7M 17.24% 2
2024
Q4 		$88.7M Sell
2,564,113
-120,285
-4% -$4.24M 18.27% 2
2024
Q3 		$92M Sell
2,684,398
-13,742
-0.5% -$454K 21.82% 2
2024
Q2 		$87M Buy
2,698,140
+160,605
+6% +$5.06M 20.37% 2
2024
Q1 		$81.1M Sell
2,537,535
-233,387
-8% -$7.05M 19.43% 2
2023
Q4 		$81M Sell
2,770,922
-298
-0% -$8.06K 23.82% 1
2023
Q3 		$72.6M Buy
2,771,220
+4,871
+0.2% +$133K 27.2% 1
2023
Q2 		$75.1M Sell
2,766,349
-10,440
-0.4% -$269K 29.51% 1
2023
Q1 		$70.8M Sell
2,776,789
-10,420
-0.4% -$264K 30.02% 1
2022
Q4 		$67.7M Sell
2,787,209
-22,235
-0.8% -$541K 27.63% 1
2022
Q3 		$62.5M Buy
2,809,444
+3,550
+0.1% +$87.2K 36.95% 1
2022
Q2 		$65.4M Buy
2,805,894
+8,940
+0.3% +$226K 31.74% 1
2022
Q1 		$77.1M Sell
2,796,954
-18,950
-0.7% -$519K 33.63% 1
2021
Q4 		$81.6M Buy
+2,815,904
New +$79.5M 41.25% 1

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 $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return