Your Advocates Ltd’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Your Advocates Ltd’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 Q4	–	Sell	-22,327	Closed	-$585K	–	243
2023 Q3	$585K	Sell	22,327 -33,257	-60%	-$908K	0.35%	21
2023 Q2	$1.51M	Hold	55,584	–	–	0.77%	14
2023 Q1	$1.42M	Hold	55,584	–	–	0.78%	14
2022 Q4	$1.35M	Hold	55,584	–	–	0.78%	15
2022 Q3	$1.24M	Hold	55,584	–	–	0.74%	13
2022 Q2	$1.29M	Hold	55,584	–	–	0.77%	13
2022 Q1	$1.53M	Hold	55,584	–	–	0.87%	12
2021 Q4	$1.61M	Hold	55,584	–	–	0.91%	11
2021 Q3	$1.48M	Hold	55,584	–	–	0.96%	12
2021 Q2	$1.5M	Buy	+55,584	New	+$1.48M	0.97%	12

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

RWM

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Your Advocates Ltd's DFAC Position: Q4 2023 in Review

Your Advocates Ltd sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2023, closing a stake of 22,327 shares — an estimated $585K sold.

Your Advocates Ltd first reported a position in DFAC in Q2 2021 and held it in 10 quarters. The position peaked at $1.61M in Q4 2021. 765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

Your Advocates Ltd reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 22,327 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $585K.
Your Advocates Ltd first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 10 quarters.
Your Advocates Ltd's Dimensional US Core Equity 2 ETF position peaked at $1.61M in Q4 2021.
765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.