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

V Wealth 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
2023 Q3	–	Sell	-37,604	Closed	-$1.02M	–	166
2023 Q2	$1.02M	Buy	37,604 +15,501	+70%	+$400K	0.17%	115
2023 Q1	$563K	Buy	22,103 +29	+0.1%	+$735	0.11%	183
2022 Q4	$536K	Sell	22,074 -43,914	-67%	-$1.07M	0.11%	180
2022 Q3	$1.47M	Buy	65,988 +43,019	+187%	+$1.06M	0.29%	80
2022 Q2	$535K	Buy	+22,969	New	+$582K	0.1%	211
2022 Q1	–	Sell	-22,920	Closed	-$664K	–	442
2021 Q4	$664K	Buy	22,920 +34	+0.1%	+$959	0.1%	205
2021 Q3	$608K	Buy	22,886 +23	+0.1%	+$625	0.09%	227
2021 Q2	$617K	Buy	+22,863	New	+$608K	0.1%	228

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

V Wealth Advisors's DFAC Position: Q3 2023 in Review

V Wealth Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2023, closing a stake of 37,604 shares — an estimated $1.02M sold.

V Wealth Advisors first reported a position in DFAC in Q2 2021 and held it in 8 quarters. The position peaked at $1.47M in Q3 2022. 686 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

V Wealth Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 37,604 Dimensional US Core Equity 2 ETF shares in Q3 2023, an estimated $1.02M.
V Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 8 quarters.
V Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.47M in Q3 2022.
686 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.