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Apexium Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Apexium Financial’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
2024
Q1 		– Sell
-10,531
Closed -$308K – 238
2023
Q4 		$308K Buy
+10,531
New +$285K 0.02% 214

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FFM
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BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Apexium Financial's DFAC Position: Q1 2024 in Review

Apexium Financial sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2024, closing a stake of 10,531 shares — an estimated $308K sold.

Apexium Financial first reported a position in DFAC in Q4 2023 and held it in 1 quarter. The position peaked at $308K in Q4 2023. 800 funds tracked by Wall St. Rank hold DFAC as of Q1 2024.

  • Apexium Financial reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • Apexium Financial sold 10,531 Dimensional US Core Equity 2 ETF shares in Q1 2024, an estimated $308K.
  • Apexium Financial first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and held it in 1 quarter.
  • Apexium Financial's Dimensional US Core Equity 2 ETF position peaked at $308K in Q4 2023.
  • 800 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.