WWP
DFAC icon

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

Walden Wealth Partners’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 		$27.1M Sell
840,299
-2,538
-0.3% -$80K 15.12% 1
2024
Q1 		$26.4M Buy
842,837
+43,441
+5% +$1.31M 15.3% 1
2023
Q4 		$23.4M Buy
+799,396
New +$21.6M 14.71% 1

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
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

Walden Wealth Partners's DFAC Position: Q2 2024 in Review

Walden Wealth Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.3% in Q2 2024, selling an estimated $80K and leaving 840,299 shares worth $27.1M. The position accounts for 15.12% of the portfolio, ranked #1.

Walden Wealth Partners first reported a position in DFAC in Q4 2023 and has held it in 3 quarters since. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Walden Wealth Partners held 840,299 shares of Dimensional US Core Equity 2 ETF worth $27.1M as of Q2 2024.
  • Walden Wealth Partners sold 2,538 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $80K.
  • Dimensional US Core Equity 2 ETF made up 15.12% of Walden Wealth Partners's portfolio in Q2 2024, its #1 holding.
  • Walden Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 3 quarters since.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.