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

DFPG Investments’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
2023
Q4 		$973K Buy
33,907
+8
+0% +$216 0.08% 235
2023
Q3 		$883K Sell
33,899
-1,805
-5% -$49.3K 0.08% 223
2023
Q2 		$999K Buy
+35,704
New +$920K 0.09% 220

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

DFPG Investments's DFAC Position: Q4 2023 in Review

DFPG Investments increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.02% in Q4 2023, buying an estimated $216 and bringing the position to 33,907 shares worth $973K. The position accounts for 0.08% of the portfolio, ranked #235.

DFPG Investments first reported a position in DFAC in Q2 2023 and has held it in 3 quarters since. The position peaked at $999K in Q2 2023. 765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

  • DFPG Investments held 33,907 shares of Dimensional US Core Equity 2 ETF worth $973K as of Q4 2023.
  • DFPG Investments bought 8 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $216.
  • Dimensional US Core Equity 2 ETF made up 0.08% of DFPG Investments's portfolio in Q4 2023, its #235 holding.
  • DFPG Investments first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 3 quarters since.
  • DFPG Investments's Dimensional US Core Equity 2 ETF position peaked at $999K in Q2 2023.
  • 765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.