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

HoyleCohen’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
Q2 		$3.18M Sell
98,530
-8,054
-8% -$254K 0.24% 88
2024
Q1 		$3.41M Sell
106,584
-76
-0.1% -$2.29K 0.26% 89
2023
Q4 		$3.12M Buy
106,660
+84,074
+372% +$2.27M 0.25% 91
2023
Q3 		$592K Buy
22,586
+8
+0% +$218 0.05% 170
2023
Q2 		$613K Buy
22,578
+7
+0% +$180 0.05% 173
2023
Q1 		$575K Buy
22,571
+5
+0% +$127 0.05% 174
2022
Q4 		$548K Buy
22,566
+11
+0% +$268 0.05% 179
2022
Q3 		$502K Sell
22,555
-4,062
-15% -$99.7K 0.06% 175
2022
Q2 		$620K Buy
26,617
+11
+0% +$279 0.06% 163
2022
Q1 		$734K Buy
26,606
+7
+0% +$192 0.06% 164
2021
Q4 		$771K Buy
26,599
+13
+0% +$367 0.06% 164
2021
Q3 		$706K Buy
26,586
+9
+0% +$245 0.07% 161
2021
Q2 		$717 Buy
+26,577
New +$706K 0.06% 158

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
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
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 $71.6B AUM 21.08% 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

HoyleCohen's DFAC Position: Q2 2024 in Review

HoyleCohen reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.6% in Q2 2024, selling an estimated $254K and leaving 98,530 shares worth $3.18M. The position accounts for 0.24% of the portfolio, ranked #88.

HoyleCohen first reported a position in DFAC in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.41M in Q1 2024. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • HoyleCohen held 98,530 shares of Dimensional US Core Equity 2 ETF worth $3.18M as of Q2 2024.
  • HoyleCohen sold 8,054 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $254K.
  • Dimensional US Core Equity 2 ETF made up 0.24% of HoyleCohen's portfolio in Q2 2024, its #88 holding.
  • HoyleCohen first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 13 quarters since.
  • HoyleCohen's Dimensional US Core Equity 2 ETF position peaked at $3.41M in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.