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

SpiderRock 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
2024
Q3 		– Sell
-59,513
Closed -$1.92M – 829
2024
Q2 		$1.92M Buy
59,513
+2,162
+4% +$68.2K 0.04% 279
2024
Q1 		$1.78M Buy
+57,351
New +$1.73M 0.04% 284

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 $7.79B AUM 20.38% 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 $79.5B AUM 27.1% 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

SpiderRock Advisors's DFAC Position: Q3 2024 in Review

SpiderRock Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2024, closing a stake of 59,513 shares — an estimated $1.92M sold.

SpiderRock Advisors first reported a position in DFAC in Q1 2024 and held it in 2 quarters. The position peaked at $1.92M in Q2 2024. 859 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • SpiderRock Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • SpiderRock Advisors sold 59,513 Dimensional US Core Equity 2 ETF shares in Q3 2024, an estimated $1.92M.
  • SpiderRock Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and held it in 2 quarters.
  • SpiderRock Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.92M in Q2 2024.
  • 859 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.