BOS
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Bingham Osborn & Scarborough’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-104,038
Closed -$2.76M – 37
2021
Q3 		$2.76M Buy
+104,038
New +$2.83M 0.19% 30

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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Bingham Osborn & Scarborough's DFAC Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2021, closing a stake of 104,038 shares — an estimated $2.76M sold.

Bingham Osborn & Scarborough first reported a position in DFAC in Q3 2021 and held it in 1 quarter. The position peaked at $2.76M in Q3 2021. 507 funds tracked by Wall St. Rank hold DFAC as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 104,038 Dimensional US Core Equity 2 ETF shares in Q4 2021, an estimated $2.76M.
  • Bingham Osborn & Scarborough first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 1 quarter.
  • Bingham Osborn & Scarborough's Dimensional US Core Equity 2 ETF position peaked at $2.76M in Q3 2021.
  • 507 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.