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

WMG Financial 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
Q4 		– Sell
-6,199
Closed -$239K – 124
2025
Q3 		$239K Hold
6,199
– – 0.08% 174
2025
Q2 		$222K Hold
6,199
– – 0.08% 171
2025
Q1 		$205K Sell
6,199
-30
-0.5% -$1.04K 0.09% 161
2024
Q4 		$215K Hold
6,229
– – 0.09% 152
2024
Q3 		$214K Sell
6,229
-5
-0.1% -$165 0.1% 156
2024
Q2 		$201K Buy
+6,234
New +$197K 0.11% 144

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

WMG Financial Advisors's DFAC Position: Q4 2025 in Review

WMG Financial Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2025, closing a stake of 6,199 shares — an estimated $239K sold.

WMG Financial Advisors first reported a position in DFAC in Q2 2024 and held it in 6 quarters. The position peaked at $239K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • WMG Financial Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 6,199 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $239K.
  • WMG Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and held it in 6 quarters.
  • WMG Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $239K in Q3 2025.
  • 1,153 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.