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

Kingfisher Capital’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 		$884K Buy
25,782
+12,648
+96% +$418K 0.2% 98
2024
Q2 		$423K Buy
+13,134
New +$414K 0.1% 123

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 $7.07B AUM 18.05% 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

Kingfisher Capital's DFAC Position: Q3 2024 in Review

Kingfisher Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 96% in Q3 2024, buying an estimated $418K and bringing the position to 25,782 shares worth $884K. The position accounts for 0.2% of the portfolio, ranked #98.

Kingfisher Capital first reported a position in DFAC in Q2 2024 and has held it in 2 quarters since. 858 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • Kingfisher Capital held 25,782 shares of Dimensional US Core Equity 2 ETF worth $884K as of Q3 2024.
  • Kingfisher Capital bought 12,648 Dimensional US Core Equity 2 ETF shares in Q3 2024, an estimated $418K.
  • Dimensional US Core Equity 2 ETF made up 0.2% of Kingfisher Capital's portfolio in Q3 2024, its #98 holding.
  • Kingfisher Capital first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 2 quarters since.
  • 858 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.