DFAC — DIMENSIONAL U.S. CORE EQUITY 2 ETF

Ownership history in S. R. Schill & Associates  ·  18 quarters on record

AI Ownership Summary

S. R. Schill & Associates reported DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.69% in 2024 Q4. The latest visible filing shows DFAC at 0.67% 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 S. R. Schill & Associates'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 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2024 Q4

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 S. R. Schill & Associates fund profile S. R. Schill & Associates full holdings
How S. R. Schill & Associates held DFAC — position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 23,947 +55 +0.2% 0.67% $948K 2026-02-14 (Est.) $40.69
2025 Q3 ADDED 23,892 +66 +0.3% 0.65% $922K 2025-11-14 $38.44
2025 Q2 ADDED 23,826 +71 +0.3% 0.63% $854K 2025-07-02 $36.00
2025 Q1 ADDED 23,755 +59 +0.2% 0.62% $784K 2025-04-21 $29.86
2024 Q4 ADDED 23,696 +68 +0.3% 0.69% $820K 2025-01-22 $35.47
2024 Q3 ADDED 23,628 +65 +0.3% 0.57% $810K 2024-11-13 $35.31
2024 Q2 ADDED 23,563 +71 +0.3% 0.33% $760K 2024-07-15 $32.78
2024 Q1 ADDED 23,492 +48 +0.2% 0.33% $751K 2024-04-04 $30.60
2023 Q4 UNCHANGED 23,444 — 0% 0.31% $685K 2024-01-30 $29.09
9 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

Aspen Wealth Management LLC 3Y 6.07% Ares Financial Consulting, LLC 2.2% NorthAvenue LLC 1.77% Financial Insights, Inc. 3Y 7Y 1.1% Rise Advisors, LLC 3Y 0.45% COLLECTIVE FAMILY OFFICE LLC 3Y 0.28% Ridgewood Investments LLC 3Y 7Y 0.08% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.03% Investors Research Corp 3Y 7Y 0.02% Global Wealth Strategies & Associates 3Y 0.01%

FAQ About S. R. Schill & Associates and DFAC

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

How long has S. R. Schill & Associates reported owning DFAC?

S. R. Schill & Associates reported DFAC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAC position in S. R. Schill & Associates's portfolio?

The largest reported portfolio weight for DFAC was 0.69% in 2024 Q4.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2025 Q4, when S. R. Schill & Associates reported 23,947 shares, equal to 0.67% of portfolio, with an estimated market value of $948K.

What does the chart on this DFAC ownership page compare?

The chart compares S. R. Schill & Associates'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.

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