BPWM
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Black Point Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Black Point 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
2025
Q2 		$288K Sell
8,044
-23,117
-74% -$771K 8.24% 3
2025
Q1 		$1.03M Sell
31,161
-118,637
-79% -$4.12M 5.95% 5
2024
Q4 		$5.18M Buy
149,798
+14,461
+11% +$509K 5.99% 4
2024
Q3 		$4.64M Buy
135,337
+5,385
+4% +$178K 5.38% 5
2024
Q2 		$4.19M Buy
+129,952
New +$4.1M 4.34% 5

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.4B AUM 16.98% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return