Marcum Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Marcum Wealth’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
2025 Q1	$1.98M	Buy	60,082 +102	+0.2%	+$3.54K	0.17%	63
2024 Q4	$2.07M	Sell	59,980 -852	-1%	-$30K	0.18%	62
2024 Q3	$2.09M	Buy	60,832 +112	+0.2%	+$3.7K	0.19%	58
2024 Q2	$1.96M	Sell	60,720 -2,051	-3%	-$64.7K	0.2%	54
2024 Q1	$2.01M	Sell	62,771 -113	-0.2%	-$3.41K	0.2%	54
2023 Q4	$1.84M	Sell	62,884 -2,578	-4%	-$69.8K	0.2%	56
2023 Q3	$1.72M	Sell	65,462 -2,363	-3%	-$64.5K	0.21%	54
2023 Q2	$1.84M	Buy	67,825 +155	+0.2%	+$4K	0.22%	49
2023 Q1	$1.72M	Buy	67,670 +106	+0.2%	+$2.69K	0.22%	50
2022 Q4	$1.64M	Sell	67,564 -1,239	-2%	-$30.1K	0.22%	54
2022 Q3	$1.53M	Buy	68,803 +119	+0.2%	+$2.92K	0.23%	51
2022 Q2	$1.6M	Buy	+68,684	New	+$1.74M	0.24%	55

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Marcum Wealth's DFAC Position: Q1 2025 in Review

Marcum Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.17% in Q1 2025, buying an estimated $3.54K and bringing the position to 60,082 shares worth $1.98M. The position accounts for 0.17% of the portfolio, ranked #63.

Marcum Wealth first reported a position in DFAC in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.09M in Q3 2024. 998 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

Marcum Wealth held 60,082 shares of Dimensional US Core Equity 2 ETF worth $1.98M as of Q1 2025.
Marcum Wealth bought 102 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $3.54K.
Dimensional US Core Equity 2 ETF made up 0.17% of Marcum Wealth's portfolio in Q1 2025, its #63 holding.
Marcum Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 12 quarters since.
Marcum Wealth's Dimensional US Core Equity 2 ETF position peaked at $2.09M in Q3 2024.
998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.