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Gunn & Company Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Gunn & Company Investment Management’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
Q3 		$239K Hold
6,959
– – 0.16% 57
2024
Q2 		$224K Hold
6,959
– – 0.01% 138
2024
Q1 		$222K Hold
6,959
– – 0.17% 57
2023
Q4 		$203K Buy
+6,959
New +$188K 0.01% 129

Other funds holding DFAC

Envestnet Asset Management
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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 $7.79B AUM 20.38% 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 $79.5B AUM 27.1% 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

Gunn & Company Investment Management's DFAC Position: Q3 2024 in Review

Gunn & Company Investment Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q3 2024 at 6,959 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #57.

Gunn & Company Investment Management first reported a position in DFAC in Q4 2023 and has held it in 4 quarters since. 859 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • Gunn & Company Investment Management held 6,959 shares of Dimensional US Core Equity 2 ETF worth $239K as of Q3 2024.
  • Gunn & Company Investment Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q3 2024.
  • Dimensional US Core Equity 2 ETF made up 0.16% of Gunn & Company Investment Management's portfolio in Q3 2024, its #57 holding.
  • Gunn & Company Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 4 quarters since.
  • 859 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.