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Wealth Enhancement & Preservation of GA’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		$556K Buy
20,462
+71
+0.3% +$1.83K 0.53% 32
2023
Q1 		$520K Buy
20,391
+50
+0.2% +$1.27K 0.62% 36
2022
Q4 		$494K Buy
20,341
+104
+0.5% +$2.53K 0.81% 36
2022
Q3 		$450K Buy
20,237
+78
+0.4% +$1.92K 0.72% 28
2022
Q2 		$470K Buy
20,159
+75
+0.4% +$1.9K 0.5% 40
2022
Q1 		$554K Buy
+20,084
New +$550K 0.43% 38

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $79.5B AUM 27.1% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's DFAC Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.35% in Q2 2023, buying an estimated $1.83K and bringing the position to 20,462 shares worth $556K. The position accounts for 0.53% of the portfolio, ranked #32.

Wealth Enhancement & Preservation of GA first reported a position in DFAC in Q1 2022 and has held it in 6 quarters since. 669 funds tracked by Wall St. Rank hold DFAC as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 20,462 shares of Dimensional US Core Equity 2 ETF worth $556K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 71 Dimensional US Core Equity 2 ETF shares in Q2 2023, an estimated $1.83K.
  • Dimensional US Core Equity 2 ETF made up 0.53% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #32 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 6 quarters since.
  • 669 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.