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Colton Groome Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Colton Groome Financial Advisors’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
Q4 		– Sell
-24,838
Closed -$852K – 123
2024
Q3 		$852K Hold
24,838
– – 0.32% 49
2024
Q2 		$801K Hold
24,838
– – 0.32% 51
2024
Q1 		$794K Hold
24,838
– – 0.32% 49
2023
Q4 		$726K Buy
+24,838
New +$672K 0.32% 52

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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 $71.6B AUM 21.08% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Colton Groome Financial Advisors's DFAC Position: Q4 2024 in Review

Colton Groome Financial Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2024, closing a stake of 24,838 shares — an estimated $852K sold.

Colton Groome Financial Advisors first reported a position in DFAC in Q4 2023 and held it in 4 quarters. The position peaked at $852K in Q3 2024. 998 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Colton Groome Financial Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 24,838 Dimensional US Core Equity 2 ETF shares in Q4 2024, an estimated $852K.
  • Colton Groome Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and held it in 4 quarters.
  • Colton Groome Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $852K in Q3 2024.
  • 998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.