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

BDO Wealth 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
2023
Q2 		$188K Sell
6,933
-1,674
-19% -$43.1K 0.02% 267
2023
Q1 		$219K Hold
8,607
– – 0.03% 241
2022
Q4 		$209K Buy
+8,607
New +$209K 0.03% 251

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BDO Wealth Advisors's DFAC Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 19% in Q2 2023, selling an estimated $43.1K and leaving 6,933 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #267.

BDO Wealth Advisors first reported a position in DFAC in Q4 2022 and has held it in 3 quarters since. The position peaked at $219K in Q1 2023. 668 funds tracked by Wall St. Rank hold DFAC as of Q2 2023.

  • BDO Wealth Advisors held 6,933 shares of Dimensional US Core Equity 2 ETF worth $188K as of Q2 2023.
  • BDO Wealth Advisors sold 1,674 Dimensional US Core Equity 2 ETF shares in Q2 2023, an estimated $43.1K.
  • Dimensional US Core Equity 2 ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #267 holding.
  • BDO Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 3 quarters since.
  • BDO Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $219K in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.