JWM
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Janiczek Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Janiczek 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 		$22.6K Buy
+700
New +$22.1K ﹤0.01% 539
2023
Q2 		– Sell
-89
Closed -$2.27K – 995
2023
Q1 		$2.27K Hold
89
– – ﹤0.01% 755
2022
Q4 		$2.26K Hold
89
– – ﹤0.01% 757
2022
Q3 		$2K Hold
89
– – ﹤0.01% 755
2022
Q2 		$2K Hold
89
– – ﹤0.01% 770
2022
Q1 		$2K Hold
89
– – ﹤0.01% 760
2021
Q4 		$3K Buy
+89
New +$2.51K ﹤0.01% 775

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

Janiczek Wealth Management's DFAC Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2024: 700 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in DFAC as recently as Q1 2023.

Janiczek Wealth Management first reported a position in DFAC in Q4 2021 and has held it in 7 quarters since. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Janiczek Wealth Management held 700 shares of Dimensional US Core Equity 2 ETF worth $22.6K as of Q2 2024.
  • Dimensional US Core Equity 2 ETF was a new Janiczek Wealth Management position in Q2 2024.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #539 holding.
  • Janiczek Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 7 quarters since.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.