Ropes Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ropes Wealth Advisors’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	$397K	Hold	15,162	–	–	0.08%	181
2023 Q2	$412K	Hold	15,162	–	–	0.07%	193
2023 Q1	$386K	Hold	15,162	–	–	0.07%	194
2022 Q4	$368K	Hold	15,162	–	–	0.07%	196
2022 Q3	$337K	Hold	15,162	–	–	0.07%	186
2022 Q2	$353K	Hold	15,162	–	–	0.07%	193
2022 Q1	$418K	Hold	15,162	–	–	0.07%	211
2021 Q4	$439K	Hold	15,162	–	–	0.08%	177
2021 Q3	$403K	Sell	15,162 -258	-2%	-$7.01K	0.06%	194
2021 Q2	$416K	Buy	+15,420	New	+$410K	0.07%	191

Other funds holding DFAC

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

FFM

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

BSW

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 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 $9.92B AUM 21.52% 1-Year Est. Return

Ropes Wealth Advisors's DFAC Position: Q3 2023 in Review

Ropes Wealth Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q3 2023 at 15,162 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #181.

Ropes Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 10 quarters since. The position peaked at $439K in Q4 2021. 686 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

Ropes Wealth Advisors held 15,162 shares of Dimensional US Core Equity 2 ETF worth $397K as of Q3 2023.
Ropes Wealth Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q3 2023.
Dimensional US Core Equity 2 ETF made up 0.08% of Ropes Wealth Advisors's portfolio in Q3 2023, its #181 holding.
Ropes Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 10 quarters since.
Ropes Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $439K in Q4 2021.
686 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.