Epstein & White Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Epstein & White 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
2021 Q2	$311K	Buy	+11,511	New	+$306K	0.08%	64

Other funds holding DFAC

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TWP

TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Epstein & White Financial's DFAC Position: Q2 2021 in Review

Epstein & White Financial opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2021: 11,511 shares worth $311K. The stake represents 0.08% of the portfolio and ranks #64 among its holdings.

354 funds tracked by Wall St. Rank hold DFAC as of Q2 2021.

Epstein & White Financial held 11,511 shares of Dimensional US Core Equity 2 ETF worth $311K as of Q2 2021.
Dimensional US Core Equity 2 ETF was a new Epstein & White Financial position in Q2 2021.
Dimensional US Core Equity 2 ETF made up 0.08% of Epstein & White Financial's portfolio in Q2 2021, its #64 holding.
354 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.