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ICA Group Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

ICA Group Wealth 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
Q2 		– Sell
-6,302
Closed -$201K – 891
2024
Q1 		$201K Hold
6,302
– – 0.04% 282
2023
Q4 		$184K Sell
6,302
-2,116
-25% -$57.3K 0.04% 272
2023
Q3 		$221K Sell
8,418
-370
-4% -$10.1K 0.06% 209
2023
Q2 		$239K Buy
8,788
+7,444
+554% +$192K 0.06% 203
2023
Q1 		$34.2K Sell
1,344
-10,608
-89% -$269K 0.01% 555
2022
Q4 		$290K Sell
11,952
-690
-5% -$16.8K 0.07% 213
2022
Q3 		$281K Sell
12,642
-7,386
-37% -$181K 0.06% 278
2022
Q2 		$523K Buy
20,028
+3,695
+23% +$93.6K 0.1% 192
2022
Q1 		$420K Buy
+16,333
New +$447K 0.08% 213

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

ICA Group Wealth Management's DFAC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2024, closing a stake of 6,302 shares — an estimated $201K sold.

ICA Group Wealth Management first reported a position in DFAC in Q1 2022 and held it in 9 quarters. The position peaked at $523K in Q2 2022. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 6,302 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $201K.
  • ICA Group Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and held it in 9 quarters.
  • ICA Group Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $523K in Q2 2022.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.