Hutchens & Kramer Investment Management Group, LLC DFAC holdings history
DIMENSIONAL US CORE EQUITY 2 · CUSIP 25434V708 · CIK 1920117
As of 2026-06-30, Hutchens & Kramer Investment Management Group, LLC reported 530.82K DFAC (shares), valued at $23.55M, or 6.31% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 2.82%; reported value increased 10.94%, and weight changed -0.40 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 | 6.31% | 530,816 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 6.71% | 546,216 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 7.43% | 542,967 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 8.45% | 556,136 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 9.30% | 562,836 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 10.42% | 574,086 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 10.89% | 579,947 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 10.45% | 553,835 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 6.16% | 346,701 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 6.28% | 333,454 | SEC filing ↗Filed Apr 29, 2024 |
| Q4 2023 | 6.59% | 319,842 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 5.35% | 257,981 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.35% | 257,981 | $6.73M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 6.59% | 319,842 | $9.35M | Shares increased 23.98%; reported value increased 38.95%, and weight changed +1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 6.28% | 333,454 | $10.61M | Shares increased 4.26%; reported value increased 13.49%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2024 |
| Q2 2024 | 6.16% | 346,701 | $11.16M | Shares increased 3.97%; reported value increased 5.21%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 10.45% | 553,835 | $18.84M | Shares increased 59.74%; reported value increased 68.72%, and weight changed +4.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 10.89% | 579,947 | $20.06M | Shares increased 4.71%; reported value increased 6.50%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 10.42% | 574,086 | $18.94M | Shares decreased 1.01%; reported value decreased 5.59%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 9.30% | 562,836 | $20.28M | Shares decreased 1.96%; reported value increased 7.10%, and weight changed -1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 8.45% | 556,136 | $21.45M | Shares decreased 1.19%; reported value increased 5.75%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 7.43% | 542,967 | $21.50M | Shares decreased 2.37%; reported value increased 0.21%, and weight changed -1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 6.71% | 546,216 | $21.23M | Shares increased 0.60%; reported value decreased 1.26%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 6.31% | 530,816 | $23.55M | Shares decreased 2.82%; reported value increased 10.94%, and weight changed -0.40 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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