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Girard Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Girard Partners’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 		$1.44M Sell
44,631
-4,733
-10% -$149K 0.14% 115
2024
Q1 		$1.58M Sell
49,364
-9,646
-16% -$291K 0.15% 115
2023
Q4 		$1.72M Sell
59,010
-1,367
-2% -$37K 0.18% 111
2023
Q3 		$1.58M Hold
60,377
– – 0.18% 113
2023
Q2 		$1.64M Buy
+60,377
New +$1.56M 0.17% 111

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 $7.07B AUM 18.05% 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 $71.6B AUM 21.08% 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

Girard Partners's DFAC Position: Q2 2024 in Review

Girard Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 9.6% in Q2 2024, selling an estimated $149K and leaving 44,631 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #115.

Girard Partners first reported a position in DFAC in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.72M in Q4 2023. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Girard Partners held 44,631 shares of Dimensional US Core Equity 2 ETF worth $1.44M as of Q2 2024.
  • Girard Partners sold 4,733 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $149K.
  • Dimensional US Core Equity 2 ETF made up 0.14% of Girard Partners's portfolio in Q2 2024, its #115 holding.
  • Girard Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 5 quarters since.
  • Girard Partners's Dimensional US Core Equity 2 ETF position peaked at $1.72M in Q4 2023.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.