BAM
DFAC icon

Barrett Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Barrett Asset 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
Q1 		$151K Hold
5,500
– – 0.01% 224
2021
Q4 		$159K Hold
5,500
– – 0.01% 256
2021
Q3 		$146K Hold
5,500
– – 0.01% 223
2021
Q2 		$148K Buy
+5,500
New +$146K 0.01% 222

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Barrett Asset Management's DFAC Position: Q1 2022 in Review

Barrett Asset Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2022 at 5,500 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #224.

Barrett Asset Management first reported a position in DFAC in Q2 2021 and has held it in 4 quarters since. The position peaked at $159K in Q4 2021. 461 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Barrett Asset Management held 5,500 shares of Dimensional US Core Equity 2 ETF worth $151K as of Q1 2022.
  • Barrett Asset Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2022.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Barrett Asset Management's portfolio in Q1 2022, its #224 holding.
  • Barrett Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 4 quarters since.
  • Barrett Asset Management's Dimensional US Core Equity 2 ETF position peaked at $159K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.