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Grey Street Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Grey Street Capital’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
Q1 		$2.14M Buy
66,994
+810
+1% +$24.5K 0.29% 69
2023
Q4 		$1.93M Buy
66,184
+216
+0.3% +$5.84K 0.92% 28
2023
Q3 		$1.73M Buy
65,968
+128
+0.2% +$3.49K 0.99% 30
2023
Q2 		$1.79M Buy
65,840
+3,229
+5% +$83.2K 0.95% 28
2023
Q1 		$1.6M Buy
+62,611
New +$1.59M 1.12% 30

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Grey Street Capital's DFAC Position: Q1 2024 in Review

Grey Street Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.2% in Q1 2024, buying an estimated $24.5K and bringing the position to 66,994 shares worth $2.14M. The position accounts for 0.29% of the portfolio, ranked #69.

Grey Street Capital first reported a position in DFAC in Q1 2023 and has held it in 5 quarters since. 801 funds tracked by Wall St. Rank hold DFAC as of Q1 2024.

  • Grey Street Capital held 66,994 shares of Dimensional US Core Equity 2 ETF worth $2.14M as of Q1 2024.
  • Grey Street Capital bought 810 Dimensional US Core Equity 2 ETF shares in Q1 2024, an estimated $24.5K.
  • Dimensional US Core Equity 2 ETF made up 0.29% of Grey Street Capital's portfolio in Q1 2024, its #69 holding.
  • Grey Street Capital first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 5 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.