FSA
DFAC icon

Financial Security Advisor’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Financial Security Advisor’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 		– Sell
-33,302
Closed -$873K – 107
2023
Q3 		$873K Buy
+33,302
New +$909K 0.4% 36

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 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

Financial Security Advisor's DFAC Position: Q4 2023 in Review

Financial Security Advisor sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2023, closing a stake of 33,302 shares — an estimated $873K sold.

Financial Security Advisor first reported a position in DFAC in Q3 2023 and held it in 1 quarter. The position peaked at $873K in Q3 2023. 766 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

  • Financial Security Advisor reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Security Advisor sold 33,302 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $873K.
  • Financial Security Advisor first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and held it in 1 quarter.
  • Financial Security Advisor's Dimensional US Core Equity 2 ETF position peaked at $873K in Q3 2023.
  • 766 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Financial Security Advisor's 13F filing for Q4 2023, filed 24 Jan 2024.