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

Aurora Private 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 Q4	–	Sell	-141,504	Closed	-$3.15M	–	152
2022 Q3	$3.15M	Buy	141,504 +698	+0.5%	+$17.1K	1.46%	14
2022 Q2	$3.28M	Buy	140,806 +6,967	+5%	+$176K	1.48%	14
2022 Q1	$3.69M	Buy	133,839 +4,493	+3%	+$123K	1.52%	13
2021 Q4	$3.75M	Sell	129,346 -667	-0.5%	-$18.8K	1.63%	12
2021 Q3	$3.45M	Sell	130,013 -7,122	-5%	-$193K	1.4%	13
2021 Q2	$3.7M	Buy	+137,135	New	+$3.64M	1.48%	12

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

Aurora Private Wealth's DFAC Position: Q4 2022 in Review

Aurora Private Wealth sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2022, closing a stake of 141,504 shares — an estimated $3.15M sold.

Aurora Private Wealth first reported a position in DFAC in Q2 2021 and held it in 6 quarters. The position peaked at $3.75M in Q4 2021. 616 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

Aurora Private Wealth reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
Aurora Private Wealth sold 141,504 Dimensional US Core Equity 2 ETF shares in Q4 2022, an estimated $3.15M.
Aurora Private Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 6 quarters.
Aurora Private Wealth's Dimensional US Core Equity 2 ETF position peaked at $3.75M in Q4 2021.
616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.