Global Wealth Management Investment Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Global Wealth Management Investment Advisory’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	-9,646	Closed	-$253K	–	477
2023 Q3	$253K	Hold	9,646	–	–	0.07%	129
2023 Q2	$262K	Hold	9,646	–	–	0.07%	128
2023 Q1	$246K	Hold	9,646	–	–	0.07%	124
2022 Q4	$234K	Hold	9,646	–	–	0.08%	123
2022 Q3	$215K	Hold	9,646	–	–	0.08%	129
2022 Q2	$225K	Hold	9,646	–	–	0.08%	131
2022 Q1	$266K	Hold	9,646	–	–	0.08%	133
2021 Q4	$279K	Hold	9,646	–	–	0.08%	131
2021 Q3	$256K	Hold	9,646	–	–	0.08%	123
2021 Q2	$260K	Buy	+9,646	New	+$256K	0.09%	117

Other funds holding DFAC

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIC

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's DFAC Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2023, closing a stake of 9,646 shares — an estimated $253K sold.

Global Wealth Management Investment Advisory first reported a position in DFAC in Q2 2021 and held it in 10 quarters. The position peaked at $279K in Q4 2021. 765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

Global Wealth Management Investment Advisory reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 9,646 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $253K.
Global Wealth Management Investment Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 10 quarters.
Global Wealth Management Investment Advisory's Dimensional US Core Equity 2 ETF position peaked at $279K in Q4 2021.
765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.