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

ACG Wealth’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
Q3 		– Sell
-5,106
Closed -$119K – 403
2022
Q2 		$119K Buy
+5,106
New +$129K 0.02% 307

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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ACG Wealth's DFAC Position: Q3 2022 in Review

ACG Wealth sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2022, closing a stake of 5,106 shares — an estimated $119K sold.

ACG Wealth first reported a position in DFAC in Q2 2022 and held it in 1 quarter. The position peaked at $119K in Q2 2022. 544 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • ACG Wealth reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 5,106 Dimensional US Core Equity 2 ETF shares in Q3 2022, an estimated $119K.
  • ACG Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Dimensional US Core Equity 2 ETF position peaked at $119K in Q2 2022.
  • 544 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.