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Tilson Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Tilson Financial Group’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
-6,815
Closed -$218K – 41
2024
Q1 		$218K Buy
+6,815
New +$206K 0.12% 67

Other funds holding DFAC

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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

Tilson Financial Group's DFAC Position: Q2 2024 in Review

Tilson Financial Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2024, closing a stake of 6,815 shares — an estimated $218K sold.

Tilson Financial Group first reported a position in DFAC in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Tilson Financial Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Tilson Financial Group sold 6,815 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $218K.
  • Tilson Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and held it in 1 quarter.
  • Tilson Financial Group's Dimensional US Core Equity 2 ETF position peaked at $218K in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on Tilson Financial Group's 13F filing for Q2 2024, filed 25 Jul 2024.