TC
DFAC icon

TAP Consulting’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

TAP Consulting’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
Q4 		$207K Hold
5,988
– – 0.04% 150
2024
Q3 		$205K Buy
+5,988
New +$198K 0.04% 152
2022
Q1 		– Sell
-2,358
Closed -$68K – 240
2021
Q4 		$68K Buy
+2,358
New +$66.5K 0.02% 221
2021
Q3 		– Sell
-12,689
Closed -$342K – 136
2021
Q2 		$342K Buy
+12,689
New +$337K 0.1% 106

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

TAP Consulting's DFAC Position: Q4 2024 in Review

TAP Consulting held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q4 2024 at 5,988 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #150.

TAP Consulting first reported a position in DFAC in Q2 2021 and has held it in 4 quarters since. The position peaked at $342K in Q2 2021. 999 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • TAP Consulting held 5,988 shares of Dimensional US Core Equity 2 ETF worth $207K as of Q4 2024.
  • TAP Consulting left its Dimensional US Core Equity 2 ETF share count unchanged in Q4 2024.
  • Dimensional US Core Equity 2 ETF made up 0.04% of TAP Consulting's portfolio in Q4 2024, its #150 holding.
  • TAP Consulting first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 4 quarters since.
  • TAP Consulting's Dimensional US Core Equity 2 ETF position peaked at $342K in Q2 2021.
  • 999 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.