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

FMFE 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
Q2 		$1.16M Buy
35,902
+163
+0.5% +$5.14K 1.08% 7
2024
Q1 		$1.14M Buy
35,739
+277
+0.8% +$8.36K 1.05% 7
2023
Q4 		$1.04M Buy
+35,462
New +$960K 1.02% 7

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $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
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
SC
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

FMFE Wealth Management's DFAC Position: Q2 2024 in Review

FMFE Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.46% in Q2 2024, buying an estimated $5.14K and bringing the position to 35,902 shares worth $1.16M. The position accounts for 1.08% of the portfolio, ranked #7.

FMFE Wealth Management first reported a position in DFAC in Q4 2023 and has held it in 3 quarters since. 827 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • FMFE Wealth Management held 35,902 shares of Dimensional US Core Equity 2 ETF worth $1.16M as of Q2 2024.
  • FMFE Wealth Management bought 163 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $5.14K.
  • Dimensional US Core Equity 2 ETF made up 1.08% of FMFE Wealth Management's portfolio in Q2 2024, its #7 holding.
  • FMFE Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 3 quarters since.
  • 827 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.