Simplicity Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Simplicity Solutions’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	$424K	Buy	14,504 +62	+0.4%	+$1.68K	0.01%	725
2023 Q3	$378K	Sell	14,442 -1,240	-8%	-$33.8K	0.01%	684
2023 Q2	$426K	Hold	15,682	–	–	0.01%	711
2023 Q1	$400K	Buy	15,682 +58	+0.4%	+$1.47K	0.01%	758
2022 Q4	$379K	Sell	15,624 -539	-3%	-$13.1K	0.05%	412
2022 Q3	$359K	Sell	16,163 -360	-2%	-$8.84K	0.05%	400
2022 Q2	$385K	Hold	16,523	–	–	0.05%	370
2022 Q1	$456K	Buy	+16,523	New	+$452K	0.06%	323
2021 Q4	–	Sell	-18,924	Closed	-$503K	–	484
2021 Q3	$503K	Sell	18,924 -598	-3%	-$16.2K	0.08%	280
2021 Q2	$527K	Buy	+19,522	New	+$519K	0.1%	214

Other funds holding DFAC

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

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

Simplicity Solutions's DFAC Position: Q4 2023 in Review

Simplicity Solutions increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.43% in Q4 2023, buying an estimated $1.68K and bringing the position to 14,504 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #725.

Simplicity Solutions first reported a position in DFAC in Q2 2021 and has held it in 10 quarters since. The position peaked at $527K in Q2 2021. 765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

Simplicity Solutions held 14,504 shares of Dimensional US Core Equity 2 ETF worth $424K as of Q4 2023.
Simplicity Solutions bought 62 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $1.68K.
Dimensional US Core Equity 2 ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #725 holding.
Simplicity Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 10 quarters since.
Simplicity Solutions's Dimensional US Core Equity 2 ETF position peaked at $527K in Q2 2021.
765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.