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Prio Wealth Limited Partnership’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		$1.04M Hold
30,274
– – 0.03% 148
2024
Q2 		$976K Hold
30,274
– – 0.03% 151
2024
Q1 		$967K Hold
30,274
– – 0.03% 155
2023
Q4 		$885K Hold
30,274
– – 0.03% 151
2023
Q3 		$793K Sell
30,274
-369
-1% -$10.1K 0.03% 150
2023
Q2 		$832K Hold
30,643
– – 0.03% 151
2023
Q1 		$781K Hold
30,643
– – 0.03% 150
2022
Q4 		$744K Hold
30,643
– – 0.03% 158
2022
Q3 		$682K Hold
30,643
– – 0.03% 156
2022
Q2 		$714K Hold
30,643
– – 0.03% 156
2022
Q1 		$845K Hold
30,643
– – 0.03% 157
2021
Q4 		$888K Hold
30,643
– – 0.03% 159
2021
Q3 		$814K Hold
30,643
– – 0.03% 159
2021
Q2 		$827K Buy
+30,643
New +$814K 0.03% 158

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
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

Prio Wealth Limited Partnership's DFAC Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q3 2024 at 30,274 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #148.

Prio Wealth Limited Partnership first reported a position in DFAC in Q2 2021 and has held it in 14 quarters since. 858 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • Prio Wealth Limited Partnership held 30,274 shares of Dimensional US Core Equity 2 ETF worth $1.04M as of Q3 2024.
  • Prio Wealth Limited Partnership left its Dimensional US Core Equity 2 ETF share count unchanged in Q3 2024.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #148 holding.
  • Prio Wealth Limited Partnership first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 14 quarters since.
  • 858 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.