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

Fairhaven 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	$219K	Buy	+6,325	New	+$223K	0.07%	106

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 $7.79B AUM 20.38% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

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

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

Fairhaven Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q4 2024: 6,325 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings.

999 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

Fairhaven Wealth Management held 6,325 shares of Dimensional US Core Equity 2 ETF worth $219K as of Q4 2024.
Dimensional US Core Equity 2 ETF was a new Fairhaven Wealth Management position in Q4 2024.
Dimensional US Core Equity 2 ETF made up 0.07% of Fairhaven Wealth Management's portfolio in Q4 2024, its #106 holding.
999 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.