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

WR Wealth Planners’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 Q4	$329K	Sell	9,509 -1,314	-12%	-$46.3K	0.11%	122
2024 Q3	$371K	Buy	10,823 +89	+0.8%	+$2.94K	0.1%	122
2024 Q2	$346K	Sell	10,734 -470	-4%	-$14.8K	0.11%	120
2024 Q1	$358K	Sell	11,204 -2,994	-21%	-$90.4K	0.11%	123
2023 Q4	$415K	Sell	14,198 -848	-6%	-$22.9K	0.15%	119
2023 Q3	$394K	Sell	15,046 -208	-1%	-$5.68K	0.15%	109
2023 Q2	$414K	Sell	15,254 -14,031	-48%	-$362K	0.16%	106
2023 Q1	$746K	Sell	29,285 -191,498	-87%	-$4.85M	0.32%	54
2022 Q4	$5.36M	Buy	220,783 +8,632	+4%	+$210K	3.3%	9
2022 Q3	$4.72M	Buy	212,151 +5,533	+3%	+$136K	3.32%	9
2022 Q2	$4.81M	Buy	206,618 +35,332	+21%	+$895K	3.17%	9
2022 Q1	$4.72M	Buy	+171,286	New	+$4.69M	2.81%	9

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

WR Wealth Planners's DFAC Position: Q4 2024 in Review

WR Wealth Planners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 12% in Q4 2024, selling an estimated $46.3K and leaving 9,509 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #122.

WR Wealth Planners first reported a position in DFAC in Q1 2022 and has held it in 12 quarters since. The position peaked at $5.36M in Q4 2022. 999 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

WR Wealth Planners held 9,509 shares of Dimensional US Core Equity 2 ETF worth $329K as of Q4 2024.
WR Wealth Planners sold 1,314 Dimensional US Core Equity 2 ETF shares in Q4 2024, an estimated $46.3K.
Dimensional US Core Equity 2 ETF made up 0.11% of WR Wealth Planners's portfolio in Q4 2024, its #122 holding.
WR Wealth Planners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Dimensional US Core Equity 2 ETF position peaked at $5.36M in Q4 2022.
999 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.