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Relative Value Partners Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Relative Value Partners Group’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
-7,602
Closed -$222K – 350
2024
Q1 		$222K Buy
+7,602
New +$229K 0.01% 255

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Relative Value Partners Group's DFAC Position: Q2 2024 in Review

Relative Value Partners Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2024, closing a stake of 7,602 shares — an estimated $222K sold.

Relative Value Partners Group first reported a position in DFAC in Q1 2024 and held it in 1 quarter. The position peaked at $222K in Q1 2024. 827 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Relative Value Partners Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Relative Value Partners Group sold 7,602 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $222K.
  • Relative Value Partners Group first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and held it in 1 quarter.
  • Relative Value Partners Group's Dimensional US Core Equity 2 ETF position peaked at $222K in Q1 2024.
  • 827 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.