WWM
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WJ Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

WJ Wealth Management’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
2022
Q1 		– Sell
-203,474
Closed -$5.9M – 50
2021
Q4 		$5.9M Buy
203,474
+12,744
+7% +$360K 3.53% 11
2021
Q3 		$5.07M Buy
+190,730
New +$5.18M 3.37% 13

Other funds holding DFAC

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

WJ Wealth Management's DFAC Position: Q1 2022 in Review

WJ Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2022, closing a stake of 203,474 shares — an estimated $5.9M sold.

WJ Wealth Management first reported a position in DFAC in Q3 2021 and held it in 2 quarters. The position peaked at $5.9M in Q4 2021. 461 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • WJ Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2022 after selling out during the quarter.
  • WJ Wealth Management sold 203,474 Dimensional US Core Equity 2 ETF shares in Q1 2022, an estimated $5.9M.
  • WJ Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 2 quarters.
  • WJ Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $5.9M in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2022.

Based on WJ Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.