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Householder Group Estate & Retirement Specialist’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Householder Group Estate & Retirement Specialist’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
-10,540
Closed -$361K – 689
2024
Q3 		$361K Sell
10,540
-728
-6% -$24K 0.11% 174
2024
Q2 		$363K Buy
11,268
+2,940
+35% +$92.7K 0.1% 168
2024
Q1 		$266K Hold
8,328
– – 0.08% 206
2023
Q4 		$243K Buy
8,328
+738
+10% +$20K 0.08% 213
2023
Q3 		$199K Buy
+7,590
New +$207K 0.07% 220
2023
Q1 		$215K Buy
+8,433
New +$214K 0.08% 191

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 $7.79B 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
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

Householder Group Estate & Retirement Specialist's DFAC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2024, closing a stake of 10,540 shares — an estimated $361K sold.

Householder Group Estate & Retirement Specialist first reported a position in DFAC in Q1 2023 and held it in 6 quarters. The position peaked at $363K in Q2 2024. 999 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 10,540 Dimensional US Core Equity 2 ETF shares in Q4 2024, an estimated $361K.
  • Householder Group Estate & Retirement Specialist first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Dimensional US Core Equity 2 ETF position peaked at $363K in Q2 2024.
  • 999 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.