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

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

Mercer Global Advisors

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return