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Founders Financial Securities’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Founders Financial Securities’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 		– Sell
-27,257
Closed -$935K – 440
2024
Q3 		$935K Sell
27,257
-4,178
-13% -$138K 0.09% 192
2024
Q2 		$1.01M Sell
31,435
-147
-0.5% -$4.64K 0.1% 178
2024
Q1 		$1.01M Buy
31,582
+4,381
+16% +$132K 0.11% 163
2023
Q4 		$795K Buy
27,201
+6,322
+30% +$171K 0.09% 192
2023
Q3 		$547K Hold
20,879
– – 0.07% 204
2023
Q2 		$567K Sell
20,879
-14,336
-41% -$370K 0.07% 199
2023
Q1 		$897K Sell
35,215
-108
-0.3% -$2.74K 0.13% 146
2022
Q4 		$858K Buy
+35,323
New +$859K 0.13% 154
2022
Q3 		– Sell
-27,276
Closed -$636K – 306
2022
Q2 		$636K Sell
27,276
-754
-3% -$19.1K 0.12% 140
2022
Q1 		$773K Sell
28,030
-7,289
-21% -$200K 0.14% 135
2021
Q4 		$1.02M Buy
35,319
+246
+0.7% +$6.94K 0.18% 108
2021
Q3 		$932K Buy
35,073
+296
+0.9% +$8.04K 0.19% 110
2021
Q2 		$938K Buy
+34,777
New +$924K 0.19% 114

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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 $71.6B AUM 21.08% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Founders Financial Securities's DFAC Position: Q4 2024 in Review

Founders Financial Securities sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2024, closing a stake of 27,257 shares — an estimated $935K sold.

Founders Financial Securities first reported a position in DFAC in Q2 2021 and held it in 13 quarters. The position peaked at $1.02M in Q4 2021. 998 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Founders Financial Securities reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Securities sold 27,257 Dimensional US Core Equity 2 ETF shares in Q4 2024, an estimated $935K.
  • Founders Financial Securities first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 13 quarters.
  • Founders Financial Securities's Dimensional US Core Equity 2 ETF position peaked at $1.02M in Q4 2021.
  • 998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on Founders Financial Securities's 13F filing for Q4 2024, filed 10 Feb 2025.