MKA
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M. Kulyk & Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

M. Kulyk & Associates’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
2023
Q3 		– Sell
-21,886
Closed -$594K – 97
2023
Q2 		$594K Hold
21,886
– – 0.17% 67
2023
Q1 		$558K Buy
+21,886
New +$554K 0.17% 66

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

M. Kulyk & Associates's DFAC Position: Q3 2023 in Review

M. Kulyk & Associates sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2023, closing a stake of 21,886 shares — an estimated $594K sold.

M. Kulyk & Associates first reported a position in DFAC in Q1 2023 and held it in 2 quarters. The position peaked at $594K in Q2 2023. 686 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

  • M. Kulyk & Associates reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2023 after selling out during the quarter.
  • M. Kulyk & Associates sold 21,886 Dimensional US Core Equity 2 ETF shares in Q3 2023, an estimated $594K.
  • M. Kulyk & Associates first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and held it in 2 quarters.
  • M. Kulyk & Associates's Dimensional US Core Equity 2 ETF position peaked at $594K in Q2 2023.
  • 686 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2023.

Based on M. Kulyk & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.