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Well Done LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Well Done LLC’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
Q4 		– Sell
-5,437
Closed -$210K – 200
2025
Q3 		$210K Buy
+5,437
New +$203K 0.04% 172
2025
Q2 		– Sell
-9,242
Closed -$320K – 177
2025
Q1 		$320K Buy
9,242
+2,672
+41% +$92.8K 0.06% 135
2024
Q4 		$225K Hold
6,570
– – 0.04% 165
2024
Q3 		$225K Hold
6,570
– – 0.04% 166
2024
Q2 		$212K Hold
6,570
– – 0.04% 172
2024
Q1 		$210K Buy
+6,570
New +$198K 0.04% 178

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Well Done LLC's DFAC Position: Q4 2025 in Review

Well Done LLC sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2025, closing a stake of 5,437 shares — an estimated $210K sold.

Well Done LLC first reported a position in DFAC in Q1 2024 and held it in 6 quarters. The position peaked at $320K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Well Done LLC reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • Well Done LLC sold 5,437 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $210K.
  • Well Done LLC first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and held it in 6 quarters.
  • Well Done LLC's Dimensional US Core Equity 2 ETF position peaked at $320K in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Well Done LLC's 13F filing for Q4 2025, filed 13 Jan 2026.