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

Transform Wealth’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	-6,567	Closed	-$212K	–	222
2024 Q2	$212K	Buy	+6,567	New	+$207K	0.02%	205
2023 Q3	–	Sell	-9,322	Closed	-$253K	–	244
2023 Q2	$253K	Buy	+9,322	New	+$240K	0.02%	229
2023 Q1	–	Sell	-8,594	Closed	-$209K	–	255
2022 Q4	$209K	Sell	8,594 -1,242	-13%	-$30.2K	0.02%	211
2022 Q3	$219K	Sell	9,836 -375	-4%	-$9.21K	0.03%	169
2022 Q2	$238K	Sell	10,211 -396	-4%	-$10K	0.04%	178
2022 Q1	$293K	Sell	10,607 -1,119	-10%	-$30.6K	0.03%	202
2021 Q4	$340K	Hold	11,726	–	–	0.04%	182
2021 Q3	$312K	Hold	11,726	–	–	0.04%	190
2021 Q2	$316K	Buy	+11,726	New	+$312K	0.04%	198

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Transform Wealth's DFAC Position: Q3 2024 in Review

Transform Wealth sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2024, closing a stake of 6,567 shares — an estimated $212K sold.

Transform Wealth first reported a position in DFAC in Q2 2021 and held it in 9 quarters. The position peaked at $340K in Q4 2021. 858 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

Transform Wealth reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
Transform Wealth sold 6,567 Dimensional US Core Equity 2 ETF shares in Q3 2024, an estimated $212K.
Transform Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 9 quarters.
Transform Wealth's Dimensional US Core Equity 2 ETF position peaked at $340K in Q4 2021.
858 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on Transform Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.