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

Drive 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 Q3	–	Sell	-8,410	Closed	-$271K	–	328
2024 Q2	$271K	Buy	+8,410	New	+$265K	0.07%	223
2024 Q1	–	Sell	-8,370	Closed	-$245K	–	322
2023 Q4	$245K	Sell	8,370 -1,556	-16%	-$42.1K	0.08%	237
2023 Q3	$260K	Sell	9,926 -1,692	-15%	-$46.2K	0.1%	196
2023 Q2	$315K	Sell	11,618 -469	-4%	-$12.1K	0.12%	167
2023 Q1	$308K	Buy	12,087 +165	+1%	+$4.18K	0.13%	168
2022 Q4	$289K	Buy	+11,922	New	+$290K	0.14%	162

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

Drive Wealth Management's DFAC Position: Q3 2024 in Review

Drive Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2024, closing a stake of 8,410 shares — an estimated $271K sold.

Drive Wealth Management first reported a position in DFAC in Q4 2022 and held it in 6 quarters. The position peaked at $315K in Q2 2023. 858 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

Drive Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
Drive Wealth Management sold 8,410 Dimensional US Core Equity 2 ETF shares in Q3 2024, an estimated $271K.
Drive Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and held it in 6 quarters.
Drive Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $315K in Q2 2023.
858 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.