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

Centaurus 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 Q3	–	Sell	-5,455	Closed	-$176K	–	842
2024 Q2	$176K	Sell	5,455 -620	-10%	-$19.6K	0.01%	635
2024 Q1	$194K	Buy	+6,075	New	+$183K	0.01%	621
2023 Q2	–	Sell	-8,991	Closed	-$229K	–	787
2023 Q1	$229K	Hold	8,991	–	–	0.02%	626
2022 Q4	$218K	Hold	8,991	–	–	0.02%	580
2022 Q3	$200K	Hold	8,991	–	–	0.02%	623
2022 Q2	$209K	Hold	8,991	–	–	0.02%	598
2022 Q1	$248K	Hold	8,991	–	–	0.02%	598
2021 Q4	$260K	Hold	8,991	–	–	0.02%	610
2021 Q3	$239K	Hold	8,991	–	–	0.02%	602
2021 Q2	$243K	Buy	+8,991	New	+$239K	0.02%	625

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 $7.07B AUM 18.05% 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

Centaurus Financial's DFAC Position: Q3 2024 in Review

Centaurus Financial sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2024, closing a stake of 5,455 shares — an estimated $176K sold.

Centaurus Financial first reported a position in DFAC in Q2 2021 and held it in 10 quarters. The position peaked at $260K in Q4 2021. 858 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

Centaurus Financial reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
Centaurus Financial sold 5,455 Dimensional US Core Equity 2 ETF shares in Q3 2024, an estimated $176K.
Centaurus Financial first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 10 quarters.
Centaurus Financial's Dimensional US Core Equity 2 ETF position peaked at $260K in Q4 2021.
858 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on Centaurus Financial's 13F filing for Q3 2024, filed 12 Nov 2024.