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

Align 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 Q4	$35.2M	Buy	+1,581,833	New	+$38.5M	29.75%	1

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 $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 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

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Align Wealth Management's DFAC Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q4 2022: 1,581,833 shares worth $35.2M. The stake represents 29.75% of the portfolio and ranks #1 among its holdings.

617 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

Align Wealth Management held 1,581,833 shares of Dimensional US Core Equity 2 ETF worth $35.2M as of Q4 2022.
Dimensional US Core Equity 2 ETF was a new Align Wealth Management position in Q4 2022.
Dimensional US Core Equity 2 ETF made up 29.75% of Align Wealth Management's portfolio in Q4 2022, its #1 holding.
617 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.