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Mine & Arao Wealth Creation & Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-3,854
Closed -$123K – 145
2024
Q1 		$123K Hold
3,854
– – 0.06% 94
2023
Q4 		$113K Hold
3,854
– – 0.06% 98
2023
Q3 		$101K Hold
3,854
– – 0.06% 100
2023
Q2 		$105K Hold
3,854
– – 0.06% 101
2023
Q1 		$98.2K Hold
3,854
– – 0.06% 99
2022
Q4 		$93.6K Hold
3,854
– – 0.07% 102
2022
Q3 		$86K Hold
3,854
– – 0.06% 105
2022
Q2 		$90K Buy
3,854
+14
+0.4% +$354 0.06% 108
2022
Q1 		$106K Hold
3,840
– – 0.06% 107
2021
Q4 		$111K Hold
3,840
– – 0.06% 104
2021
Q3 		$102K Hold
3,840
– – 0.06% 101
2021
Q2 		$104K Buy
+3,840
New +$102K 0.06% 103

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
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
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

Mine & Arao Wealth Creation & Management's DFAC Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2024, closing a stake of 3,854 shares — an estimated $123K sold.

Mine & Arao Wealth Creation & Management first reported a position in DFAC in Q2 2021 and held it in 12 quarters. The position peaked at $123K in Q1 2024. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 3,854 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $123K.
  • Mine & Arao Wealth Creation & Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 12 quarters.
  • Mine & Arao Wealth Creation & Management's Dimensional US Core Equity 2 ETF position peaked at $123K in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.