EverSource Wealth Advisors, LLC DFAC — DIMENSIONAL U.S. CORE EQUITY 2 ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  17 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.13% in 2025 Q2. The latest visible filing shows DFAC at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in DIMENSIONAL U.S. CORE EQUITY 2 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAC was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAC stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held DFAC — position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.9% -1.6% ✅ 690,258 -43,344 -5.9% 1.01% $27.3M 2026-02-14 (Est.) $40.69
2025 Q3 ADDED — — — 733,602 +37,452 +5.4% 1.12% $28.3M 2025-11-10 $38.95
2025 Q2 ADDED — — — 696,150 +133,004 +23.6% 1.13% $25.0M 2025-08-13 $37.33
2025 Q1 ADDED — — — 563,146 +63,453 +12.7% 1.02% $18.6M 2025-05-13 $34.05
2024 Q4 ADDED — — — 499,693 +37,673 +8.2% 0.97% $17.3M 2025-02-10 $35.29
2024 Q3 ADDED — — — 462,020 +5,062 +1.1% 1.00% $15.8M 2024-11-08 $35.43
2024 Q2 ADDED — — — 456,958 +65,235 +16.7% 1.01% $15.2M 2024-08-13 $31.76
2024 Q1 UNCHANGED — — — 391,723 — 0% 1.05% $11.5M 2024-05-13 $30.94
2023 Q4 REDUCED 18.7% +9.1% ❌ 391,723 -89,895 -18.7% 1.05% $11.5M 2024-02-09 $29.49
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFAC

As of 2026 Q1 — sorted by position size

Onyx Financial Advisors, LLC 3Y 59.32% CAPSTONE CAPITAL LLC 46.03% BCU Wealth Advisors, LLC 44.31% SJS Investment Consulting Inc. 3Y 43.82% Monument Group Wealth Advisors, LLC 43.7% Warburton Capital Management, LLC 40.24% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 39.46% HFM Investment Advisors, LLC 39.16% Core Wealth Management, Inc. 3Y 36.37% United Wealth Management, LLC 36.35%

FAQ About EverSource Wealth Advisors, LLC and DFAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning DFAC?

EverSource Wealth Advisors, LLC reported DFAC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAC position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for DFAC was 1.13% in 2025 Q2.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2025 Q4, when EverSource Wealth Advisors, LLC reported 690,258 shares, equal to 1.01% of portfolio, with an estimated market value of $27.3M.

What does the chart on this DFAC ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly DFAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their DFAC position?

Based on 13F filing dates vs. subsequent DFAC price moves, EverSource Wealth Advisors, LLC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on DFAC relative to SPY over the holding period was -0.7%.

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