LPWM
DFAC icon

Lake Point Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Lake Point 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
2022
Q2 		$17.1M Buy
+732,268
New +$18.5M 9.69% 4

Other funds holding DFAC

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Lake Point Wealth Management's DFAC Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2022: 732,268 shares worth $17.1M. The stake represents 9.69% of the portfolio and ranks #4 among its holdings.

548 funds tracked by Wall St. Rank hold DFAC as of Q2 2022.

  • Lake Point Wealth Management held 732,268 shares of Dimensional US Core Equity 2 ETF worth $17.1M as of Q2 2022.
  • Dimensional US Core Equity 2 ETF was a new Lake Point Wealth Management position in Q2 2022.
  • Dimensional US Core Equity 2 ETF made up 9.69% of Lake Point Wealth Management's portfolio in Q2 2022, its #4 holding.
  • 548 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.