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Wealthstream Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Wealthstream Advisors’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 		$196M Buy
5,084,210
+119,969
+2% +$4.48M 29.65% 1
2025
Q2 		$178M Buy
4,964,241
+71,860
+1% +$2.4M 29.57% 1
2025
Q1 		$161M Buy
4,892,381
+110,487
+2% +$3.84M 30.2% 1
2024
Q4 		$165M Buy
4,781,894
+264,533
+6% +$9.32M 30.54% 1
2024
Q3 		$155M Buy
4,517,361
+3,458,045
+326% +$114M 28.15% 1
2024
Q2 		$34.2M Buy
1,059,316
+53,350
+5% +$1.68M 12.5% 2
2024
Q1 		$32.1M Buy
1,005,966
+33,353
+3% +$1.01M 12.2% 2
2023
Q4 		$28.4M Buy
972,613
+113,057
+13% +$3.06M 11.74% 2
2023
Q3 		$22.5M Buy
859,556
+76,524
+10% +$2.09M 11.63% 2
2023
Q2 		$21.3M Buy
783,032
+66,674
+9% +$1.72M 11.15% 2
2023
Q1 		$18.3M Buy
716,358
+79,869
+13% +$2.02M 10.9% 2
2022
Q4 		$15.5M Buy
636,489
+611,991
+2,498% +$14.9M 10.07% 2
2022
Q3 		$545K Buy
24,498
+8,324
+51% +$204K 0.59% 29
2022
Q2 		$377K Buy
+16,174
New +$410K 0.38% 39
2022
Q1 		– Sell
-8,545
Closed -$248K – 71
2021
Q4 		$248K Buy
+8,545
New +$241K 0.21% 58

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 $424B AUM 22.94% 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

Wealthstream Advisors's DFAC Position: Q3 2025 in Review

Wealthstream Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.4% in Q3 2025, buying an estimated $4.48M and bringing the position to 5,084,210 shares worth $196M. The position accounts for 29.65% of the portfolio, ranked #1.

Wealthstream Advisors first reported a position in DFAC in Q4 2021 and has held it in 15 quarters since. 1,047 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • Wealthstream Advisors held 5,084,210 shares of Dimensional US Core Equity 2 ETF worth $196M as of Q3 2025.
  • Wealthstream Advisors bought 119,969 Dimensional US Core Equity 2 ETF shares in Q3 2025, an estimated $4.48M.
  • Dimensional US Core Equity 2 ETF made up 29.65% of Wealthstream Advisors's portfolio in Q3 2025, its #1 holding.
  • Wealthstream Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.