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

CEDRUS’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 		$3.13M Buy
+91,243
New +$3.01M 1.16% 22

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $79.5B AUM 27.1% 1-Year Est. Return
SC
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

CEDRUS's DFAC Position: Q3 2024 in Review

CEDRUS opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q3 2024: 91,243 shares worth $3.13M. The stake represents 1.16% of the portfolio and ranks #22 among its holdings.

859 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • CEDRUS held 91,243 shares of Dimensional US Core Equity 2 ETF worth $3.13M as of Q3 2024.
  • Dimensional US Core Equity 2 ETF was a new CEDRUS position in Q3 2024.
  • Dimensional US Core Equity 2 ETF made up 1.16% of CEDRUS's portfolio in Q3 2024, its #22 holding.
  • 859 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.