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

Baystate 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
2023 Q4	$4.99K	Buy	+170	New	+$4.6K	﹤0.01%	887

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $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

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

Baystate Wealth Management's DFAC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q4 2023: 170 shares worth $4.99K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings.

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

Baystate Wealth Management held 170 shares of Dimensional US Core Equity 2 ETF worth $4.99K as of Q4 2023.
Dimensional US Core Equity 2 ETF was a new Baystate Wealth Management position in Q4 2023.
Dimensional US Core Equity 2 ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #887 holding.
765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.