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

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 		$1.01M Hold
38,497
– – 0.45% 28
2023
Q2 		$1.06M Hold
38,497
– – 0.45% 28
2023
Q1 		$980K Sell
38,497
-1,013
-3% -$25.7K 0.47% 30
2022
Q4 		$959K Buy
+39,510
New +$961K 0.51% 30

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $919M AUM 23.4% 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

Wealth Advisors's DFAC Position: Q3 2023 in Review

Wealth Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q3 2023 at 38,497 shares worth $1.01M. The position accounts for 0.45% of the portfolio, ranked #28.

Wealth Advisors first reported a position in DFAC in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2023. 686 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

  • Wealth Advisors held 38,497 shares of Dimensional US Core Equity 2 ETF worth $1.01M as of Q3 2023.
  • Wealth Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q3 2023.
  • Dimensional US Core Equity 2 ETF made up 0.45% of Wealth Advisors's portfolio in Q3 2023, its #28 holding.
  • Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 4 quarters since.
  • Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.06M in Q2 2023.
  • 686 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.