Aspire Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Aspire Wealth Management’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 Q3	$984K	Sell	28,708 -218	-0.8%	-$7.2K	0.53%	41
2024 Q2	$933K	Buy	28,926 +212	+0.7%	+$6.69K	0.53%	39
2024 Q1	$917K	Buy	28,714 +956	+3%	+$28.9K	0.55%	38
2023 Q4	$811K	Sell	27,758 -47	-0.2%	-$1.27K	0.55%	38
2023 Q3	$728K	Sell	27,805 -7,989	-22%	-$218K	0.55%	39
2023 Q2	$972K	Buy	35,794 +4,178	+13%	+$108K	0.74%	31
2023 Q1	$806K	Buy	31,616 +27,223	+620%	+$690K	0.65%	36
2022 Q4	$107K	Buy	+4,393	New	+$107K	0.09%	106

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

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

Aspire Wealth Management's DFAC Position: Q3 2024 in Review

Aspire Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.75% in Q3 2024, selling an estimated $7.2K and leaving 28,708 shares worth $984K. The position accounts for 0.53% of the portfolio, ranked #41.

Aspire Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 8 quarters since. 858 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

Aspire Wealth Management held 28,708 shares of Dimensional US Core Equity 2 ETF worth $984K as of Q3 2024.
Aspire Wealth Management sold 218 Dimensional US Core Equity 2 ETF shares in Q3 2024, an estimated $7.2K.
Dimensional US Core Equity 2 ETF made up 0.53% of Aspire Wealth Management's portfolio in Q3 2024, its #41 holding.
Aspire Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 8 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.