VWM
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Valley Wealth Managers’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-1,129
Closed -$29.6K – 352
2023
Q3 		$29.6K Buy
+1,129
New +$30.8K ﹤0.01% 241

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
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
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
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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Valley Wealth Managers's DFAC Position: Q4 2023 in Review

Valley Wealth Managers sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2023, closing a stake of 1,129 shares — an estimated $29.6K sold.

Valley Wealth Managers first reported a position in DFAC in Q3 2023 and held it in 1 quarter. The position peaked at $29.6K in Q3 2023. 765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

  • Valley Wealth Managers reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 1,129 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $29.6K.
  • Valley Wealth Managers first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's Dimensional US Core Equity 2 ETF position peaked at $29.6K in Q3 2023.
  • 765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.