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Bryn Mawr Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bryn Mawr 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
2022
Q1 		– Sell
-10,634
Closed -$308K – 163
2021
Q4 		$308K Sell
10,634
-3,867
-27% -$109K 0.12% 76
2021
Q3 		$385K Buy
+14,501
New +$394K 0.17% 67

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 $7.79B AUM 20.38% 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 $919M AUM 23.4% 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

Bryn Mawr Capital Management's DFAC Position: Q1 2022 in Review

Bryn Mawr Capital Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2022, closing a stake of 10,634 shares — an estimated $308K sold.

Bryn Mawr Capital Management first reported a position in DFAC in Q3 2021 and held it in 2 quarters. The position peaked at $385K in Q3 2021. 462 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Bryn Mawr Capital Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2022 after selling out during the quarter.
  • Bryn Mawr Capital Management sold 10,634 Dimensional US Core Equity 2 ETF shares in Q1 2022, an estimated $308K.
  • Bryn Mawr Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 2 quarters.
  • Bryn Mawr Capital Management's Dimensional US Core Equity 2 ETF position peaked at $385K in Q3 2021.
  • 462 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2022.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2022, filed 13 May 2022.