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BCM Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

BCM Advisors’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
-11,700
Closed -$287K – 62
2022
Q2 		$287K Buy
+11,700
New +$296K 0.08% 51

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

BCM Advisors's DFAC Position: Q3 2022 in Review

BCM Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2022, closing a stake of 11,700 shares — an estimated $287K sold.

BCM Advisors first reported a position in DFAC in Q2 2022 and held it in 1 quarter. The position peaked at $287K in Q2 2022. 544 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • BCM Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • BCM Advisors sold 11,700 Dimensional US Core Equity 2 ETF shares in Q3 2022, an estimated $287K.
  • BCM Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • BCM Advisors's Dimensional US Core Equity 2 ETF position peaked at $287K in Q2 2022.
  • 544 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2022.

Based on BCM Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.