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Legacy Investment Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Legacy Investment Solutions’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
Q4 		$2.13K Sell
60
-60
-50% -$2.11K ﹤0.01% 490
2024
Q3 		$4.3K Buy
+120
New +$3.96K ﹤0.01% 404

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Legacy Investment Solutions's DFAC Position: Q4 2024 in Review

Legacy Investment Solutions reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 50% in Q4 2024, selling an estimated $2.11K and leaving 60 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Legacy Investment Solutions first reported a position in DFAC in Q3 2024 and has held it in 2 quarters since. The position peaked at $4.3K in Q3 2024. 998 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Legacy Investment Solutions held 60 shares of Dimensional US Core Equity 2 ETF worth $2.13K as of Q4 2024.
  • Legacy Investment Solutions sold 60 Dimensional US Core Equity 2 ETF shares in Q4 2024, an estimated $2.11K.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #490 holding.
  • Legacy Investment Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Dimensional US Core Equity 2 ETF position peaked at $4.3K in Q3 2024.
  • 998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.