Advanced Research Investment Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Advanced Research Investment Solutions’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 Q4	–	Sell	-13,181	Closed	-$293K	–	60
2022 Q3	$293K	Sell	13,181 -3,660	-22%	-$89.9K	0.18%	22
2022 Q2	$392K	Hold	16,841	–	–	0.22%	20
2022 Q1	$464K	Hold	16,841	–	–	0.19%	25
2021 Q4	$487K	Hold	16,841	–	–	0.18%	33
2021 Q3	$447K	Hold	16,841	–	–	0.23%	19
2021 Q2	$454K	Buy	+16,841	New	+$448K	0.41%	16

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 Chicago, Illinois $374B AUM 17.66% 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

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

SIC

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

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

RWM

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Advanced Research Investment Solutions's DFAC Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2022, closing a stake of 13,181 shares — an estimated $293K sold.

Advanced Research Investment Solutions first reported a position in DFAC in Q2 2021 and held it in 6 quarters. The position peaked at $487K in Q4 2021. 616 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

Advanced Research Investment Solutions reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 13,181 Dimensional US Core Equity 2 ETF shares in Q4 2022, an estimated $293K.
Advanced Research Investment Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 6 quarters.
Advanced Research Investment Solutions's Dimensional US Core Equity 2 ETF position peaked at $487K in Q4 2021.
616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.