LifeGuide Financial Advisors, LLC DFAC holdings history
DIMENSIONAL US CORE EQUITY 2 · CUSIP 25434V708 · CIK 1908585
As of 2026-06-30, LifeGuide Financial Advisors, LLC reported 777.97K DFAC (shares), valued at $34.51M, or 9.83% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 2.87%; reported value increased 17.43%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 9.83% | 777,969 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 9.40% | 756,251 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 8.86% | 670,853 | SEC filing ↗Filed Jan 5, 2026 |
| Q3 2025 | 8.23% | 620,084 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 8.16% | 617,042 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 8.20% | 609,025 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 8.08% | 544,716 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 7.91% | 541,117 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 7.82% | 499,437 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 8.04% | 499,340 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 7.61% | 492,288 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 7.45% | 486,798 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.45% | 486,798 | $12.75M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 7.61% | 492,288 | $14.39M | Shares increased 1.13%; reported value increased 12.82%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 8.04% | 499,340 | $15.95M | Shares increased 1.43%; reported value increased 10.87%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 7.82% | 499,437 | $16.10M | Shares increased 0.02%; reported value increased 0.93%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 7.91% | 541,117 | $18.55M | Shares increased 8.35%; reported value increased 15.23%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 8.08% | 544,716 | $18.84M | Shares increased 0.67%; reported value increased 1.55%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 8.20% | 609,025 | $20.09M | Shares increased 11.81%; reported value increased 6.63%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 8.16% | 617,042 | $22.11M | Shares increased 1.32%; reported value increased 10.07%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 8.23% | 620,084 | $22.35M | Shares increased 0.49%; reported value increased 1.05%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 8.86% | 670,853 | $26.69M | Shares increased 8.19%; reported value increased 19.44%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 5, 2026 |
| Q1 2026 | 9.40% | 756,251 | $29.39M | Shares increased 12.73%; reported value increased 10.09%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 9.83% | 777,969 | $34.51M | Shares increased 2.87%; reported value increased 17.43%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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