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Greenleaf Trust’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Greenleaf Trust’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
-5,897
Closed -$202K – 818
2024
Q3 		$202K Buy
+5,897
New +$195K ﹤0.01% 799

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

Greenleaf Trust's DFAC Position: Q4 2024 in Review

Greenleaf Trust sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2024, closing a stake of 5,897 shares — an estimated $202K sold.

Greenleaf Trust first reported a position in DFAC in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 998 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Greenleaf Trust reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Greenleaf Trust sold 5,897 Dimensional US Core Equity 2 ETF shares in Q4 2024, an estimated $202K.
  • Greenleaf Trust first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and held it in 1 quarter.
  • Greenleaf Trust's Dimensional US Core Equity 2 ETF position peaked at $202K in Q3 2024.
  • 998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on Greenleaf Trust's 13F filing for Q4 2024, filed 24 Jan 2025.