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

Israel Englander’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 		– Sell
-38,453
Closed -$1.24M – 6164
2024
Q2 		$1.24M Buy
38,453
+4,591
+14% +$145K ﹤0.01% 3946
2024
Q1 		$1.08M Buy
+33,862
New +$1.02M ﹤0.01% 4223
2023
Q4 		– Sell
-22,374
Closed -$586K – 6169
2023
Q3 		$586K Buy
+22,374
New +$611K ﹤0.01% 4561

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Israel Englander's DFAC Position: Q3 2024 in Review

Israel Englander sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2024, closing a stake of 38,453 shares — an estimated $1.24M sold.

Israel Englander first reported a position in DFAC in Q3 2023 and held it in 3 quarters. The position peaked at $1.24M in Q2 2024. 859 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • Israel Englander reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • Israel Englander sold 38,453 Dimensional US Core Equity 2 ETF shares in Q3 2024, an estimated $1.24M.
  • Israel Englander first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and held it in 3 quarters.
  • Israel Englander's Dimensional US Core Equity 2 ETF position peaked at $1.24M in Q2 2024.
  • 859 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.