RPG
DFAC icon

Resource Planning Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Resource Planning 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
2023
Q4 		$5.23M Buy
178,933
+168,648
+1,640% +$4.56M 3.32% 9
2023
Q3 		$269K Buy
+10,285
New +$281K 0.23% 49

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
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 $377B AUM 19.32% 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
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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Resource Planning Group's DFAC Position: Q4 2023 in Review

Resource Planning Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1,640% in Q4 2023, buying an estimated $4.56M and bringing the position to 178,933 shares worth $5.23M. The position accounts for 3.32% of the portfolio, ranked #9.

Resource Planning Group first reported a position in DFAC in Q3 2023 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

  • Resource Planning Group held 178,933 shares of Dimensional US Core Equity 2 ETF worth $5.23M as of Q4 2023.
  • Resource Planning Group bought 168,648 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $4.56M.
  • Dimensional US Core Equity 2 ETF made up 3.32% of Resource Planning Group's portfolio in Q4 2023, its #9 holding.
  • Resource Planning Group first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.