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

PRW Wealth 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
2023 Q3	$334K	Buy	13,272 +49	+0.4%	+$1.34K	0.13%	68
2023 Q2	$366K	Buy	13,223 +846	+7%	+$21.8K	0.13%	45
2023 Q1	$317K	Sell	12,377 -5,431	-30%	-$138K	0.12%	76
2022 Q4	$528K	Buy	17,808 +4,928	+38%	+$120K	0.23%	29
2022 Q3	$286K	Buy	12,880 +49	+0.4%	+$1.2K	0.14%	65
2022 Q2	$299K	Sell	12,831 -1,052	-8%	-$26.6K	0.18%	63
2022 Q1	$383K	Buy	13,883 +31	+0.2%	+$849	0.17%	69
2021 Q4	$401K	Buy	13,852 +56	+0.4%	+$1.58K	0.19%	63
2021 Q3	$367K	Buy	+13,796	New	+$375K	0.18%	62

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 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 $11.8B AUM 25.68% 1-Year Est. Return

PRW Wealth Management's DFAC Position: Q3 2023 in Review

PRW Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.37% in Q3 2023, buying an estimated $1.34K and bringing the position to 13,272 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #68.

PRW Wealth Management first reported a position in DFAC in Q3 2021 and has held it in 9 quarters since. The position peaked at $528K in Q4 2022. 687 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

PRW Wealth Management held 13,272 shares of Dimensional US Core Equity 2 ETF worth $334K as of Q3 2023.
PRW Wealth Management bought 49 Dimensional US Core Equity 2 ETF shares in Q3 2023, an estimated $1.34K.
Dimensional US Core Equity 2 ETF made up 0.13% of PRW Wealth Management's portfolio in Q3 2023, its #68 holding.
PRW Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 9 quarters since.
PRW Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $528K in Q4 2022.
687 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.