Falcon Wealth Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Falcon Wealth Planning’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 Q4	–	Sell	-20,049	Closed	-$519K	–	79
2021 Q3	$519K	Buy	+20,049	New	+$545K	0.2%	43

Other funds holding DFAC

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

HighTower Advisors

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

Greenspring Advisors Towson, Maryland $1.64B AUM

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

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