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Brainard Capital Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Brainard Capital 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
2023
Q1 		$442K Buy
17,343
+33
+0.2% +$836 0.34% 46
2022
Q4 		$420K Buy
+17,310
New +$421K 0.36% 46

Other funds holding DFAC

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $79.5B AUM 27.1% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Brainard Capital Management's DFAC Position: Q1 2023 in Review

Brainard Capital Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.19% in Q1 2023, buying an estimated $836 and bringing the position to 17,343 shares worth $442K. The position accounts for 0.34% of the portfolio, ranked #46.

Brainard Capital Management first reported a position in DFAC in Q4 2022 and has held it in 2 quarters since. 650 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

  • Brainard Capital Management held 17,343 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $442K as of Q1 2023.
  • Brainard Capital Management bought 33 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2023, an estimated $836.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.34% of Brainard Capital Management's portfolio in Q1 2023, its #46 holding.
  • Brainard Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 2 quarters since.
  • 650 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.