Adroit Compliance’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Adroit Compliance’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$245K	Buy	+8,365	New	+$226K	0.05%	45

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Adroit Compliance's DFAC Position: Q4 2023 in Review

Adroit Compliance opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q4 2023: 8,365 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #45 among its holdings.

766 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

Adroit Compliance held 8,365 shares of Dimensional US Core Equity 2 ETF worth $245K as of Q4 2023.
Dimensional US Core Equity 2 ETF was a new Adroit Compliance position in Q4 2023.
Dimensional US Core Equity 2 ETF made up 0.05% of Adroit Compliance's portfolio in Q4 2023, its #45 holding.
766 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.