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Moloney Securities Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Moloney Securities Asset 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
2025
Q1 		– Sell
-7,112
Closed -$246K – 489
2024
Q4 		$246K Buy
+7,112
New +$250K 0.03% 381

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moloney Securities Asset Management's DFAC Position: Q1 2025 in Review

Moloney Securities Asset Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2025, closing a stake of 7,112 shares — an estimated $246K sold.

Moloney Securities Asset Management first reported a position in DFAC in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 997 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • Moloney Securities Asset Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 7,112 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $246K.
  • Moloney Securities Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and held it in 1 quarter.
  • Moloney Securities Asset Management's Dimensional US Core Equity 2 ETF position peaked at $246K in Q4 2024.
  • 997 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on Moloney Securities Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.