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Steele Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Steele Capital 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
Q3 		– Sell
-9,886
Closed -$319K – 90
2024
Q2 		$319K Buy
9,886
+17
+0.2% +$536 0.02% 132
2024
Q1 		$315K Buy
9,869
+11
+0.1% +$332 0.02% 131
2023
Q4 		$288K Buy
+9,858
New +$267K 0.02% 131

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
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

Steele Capital Management's DFAC Position: Q3 2024 in Review

Steele Capital Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2024, closing a stake of 9,886 shares — an estimated $319K sold.

Steele Capital Management first reported a position in DFAC in Q4 2023 and held it in 3 quarters. The position peaked at $319K in Q2 2024. 858 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • Steele Capital Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • Steele Capital Management sold 9,886 Dimensional US Core Equity 2 ETF shares in Q3 2024, an estimated $319K.
  • Steele Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and held it in 3 quarters.
  • Steele Capital Management's Dimensional US Core Equity 2 ETF position peaked at $319K in Q2 2024.
  • 858 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.