DFAC — DFA US Core Equity 2 ETF

Ownership history in Watchman Group, Inc.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Watchman Group, Inc. reported a position in DFA US Core Equity 2 ETF (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.3% (2023 Q3)
Avg. % of fund
8.56%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 930,471 -1,299 -0.1% 8.79% $36.8M $39.59
2025 Q3 ADDED 931,770 +8,024 +0.9% 8.70% $35.9M $38.48
2025 Q2 ADDED 923,746 +41,988 +4.8% 8.63% $33.1M $35.66
2025 Q1 REDUCED 881,758 -21,469 -2.4% 8.15% $29.1M $32.72
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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