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

Dechtman 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
2024
Q4 		– Sell
-7,607
Closed -$261K – 66
2024
Q3 		$261K Sell
7,607
-402
-5% -$13.3K 0.05% 57
2024
Q2 		$258K Buy
+8,009
New +$253K 0.06% 52

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 $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
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 $79.5B AUM 27.1% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Dechtman Wealth Management's DFAC Position: Q4 2024 in Review

Dechtman Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2024, closing a stake of 7,607 shares — an estimated $261K sold.

Dechtman Wealth Management first reported a position in DFAC in Q2 2024 and held it in 2 quarters. The position peaked at $261K in Q3 2024. 999 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Dechtman Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Dechtman Wealth Management sold 7,607 Dimensional US Core Equity 2 ETF shares in Q4 2024, an estimated $261K.
  • Dechtman Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and held it in 2 quarters.
  • Dechtman Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $261K in Q3 2024.
  • 999 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.