SWM
DFAC icon

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

Soundmark 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
Q2 		– Sell
-792,563
Closed -$25.3M – 13
2024
Q1 		$25.3M Buy
792,563
+14,508
+2% +$438K 11.23% 1
2023
Q4 		$22.7M Buy
778,055
+12,882
+2% +$349K 11.24% 1
2023
Q3 		$20M Buy
765,173
+5,319
+0.7% +$145K 11.14% 1
2023
Q2 		$20.6M Buy
759,854
+17,933
+2% +$462K 11.51% 1
2023
Q1 		$18.9M Buy
741,921
+27,556
+4% +$698K 11.31% 1
2022
Q4 		$17.3M Buy
714,365
+15,621
+2% +$380K 11.19% 1
2022
Q3 		$15.5M Sell
698,744
-19,433
-3% -$477K 10.89% 1
2022
Q2 		$16.7M Sell
718,177
-21,686
-3% -$549K 11.92% 1
2022
Q1 		$20.4M Sell
739,863
-4,085
-0.5% -$112K 14.29% 1
2021
Q4 		$21.6M Sell
743,948
-683,470
-48% -$19.3M 14.74% 1
2021
Q3 		$37.9M Sell
1,427,418
-10,523
-0.7% -$286K 13.68% 1
2021
Q2 		$38.4M Buy
+1,437,941
New +$38.2M 15.79% 1

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Soundmark Wealth Management's DFAC Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2024, closing a stake of 792,563 shares — an estimated $25.3M sold.

Soundmark Wealth Management first reported a position in DFAC in Q2 2021 and held it in 12 quarters. The position peaked at $38.4M in Q2 2021. 827 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 792,563 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $25.3M.
  • Soundmark Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 12 quarters.
  • Soundmark Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $38.4M in Q2 2021.
  • 827 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.