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

SlateStone Wealth’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
-6,561
Closed -$210K – 287
2024
Q1 		$210K Buy
+6,561
New +$198K 0.02% 264
2022
Q2 		– Sell
-7,561
Closed -$209K – 192
2022
Q1 		$209K Hold
7,561
– – 0.05% 174
2021
Q4 		$219K Hold
7,561
– – 0.05% 167
2021
Q3 		$201K Hold
7,561
– – 0.05% 162
2021
Q2 		$204K Buy
+7,561
New +$201K 0.05% 160

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 $7.07B AUM 18.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SlateStone Wealth's DFAC Position: Q2 2024 in Review

SlateStone Wealth sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2024, closing a stake of 6,561 shares — an estimated $210K sold.

SlateStone Wealth first reported a position in DFAC in Q2 2021 and held it in 5 quarters. The position peaked at $219K in Q4 2021. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • SlateStone Wealth reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • SlateStone Wealth sold 6,561 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $210K.
  • SlateStone Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 5 quarters.
  • SlateStone Wealth's Dimensional US Core Equity 2 ETF position peaked at $219K in Q4 2021.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on SlateStone Wealth's 13F filing for Q2 2024, filed 25 Jul 2024.