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

Sanctuary 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
2024
Q4 		$2.38M Sell
68,839
-44
-0.1% -$1.55K 1.58% 16
2024
Q3 		$2.36M Buy
68,883
+13,672
+25% +$452K 1.69% 15
2024
Q2 		$1.78M Sell
55,211
-1
-0% -$32 1.35% 16
2024
Q1 		$1.76M Sell
55,212
-3,783
-6% -$114K 1.44% 16
2023
Q4 		$1.72M Sell
58,995
-2,501
-4% -$67.7K 1.67% 13
2023
Q3 		$1.61M Buy
61,496
+550
+0.9% +$15K 1.76% 12
2023
Q2 		$1.65M Buy
+60,946
New +$1.57M 1.75% 13
2022
Q4 		$1.32M Buy
54,484
+5,825
+12% +$142K 1.54% 11
2022
Q3 		$1.08M Buy
48,659
+2,256
+5% +$55.4K 1.4% 11
2022
Q2 		$1.08M Buy
+46,403
New +$1.17M 1.33% 14
2022
Q1 		– Sell
-27,270
Closed -$790K – 36
2021
Q4 		$790K Sell
27,270
-7
-0% -$198 0.84% 18
2021
Q3 		$725K Buy
27,277
+2,465
+10% +$67K 0.81% 18
2021
Q2 		$669K Buy
+24,812
New +$659K 0.8% 22

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Sanctuary Wealth Management's DFAC Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.06% in Q4 2024, selling an estimated $1.55K and leaving 68,839 shares worth $2.38M. The position accounts for 1.58% of the portfolio, ranked #16.

Sanctuary Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 13 quarters since. 998 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Sanctuary Wealth Management held 68,839 shares of Dimensional US Core Equity 2 ETF worth $2.38M as of Q4 2024.
  • Sanctuary Wealth Management sold 44 Dimensional US Core Equity 2 ETF shares in Q4 2024, an estimated $1.55K.
  • Dimensional US Core Equity 2 ETF made up 1.58% of Sanctuary Wealth Management's portfolio in Q4 2024, its #16 holding.
  • Sanctuary Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 13 quarters since.
  • 998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.