Burleson & Co’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Burleson & Co’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 Q4	$97.3K	Hold	4,006	–	–	0.02%	153
2022 Q3	$89K	Hold	4,006	–	–	0.02%	165
2022 Q2	$93K	Hold	4,006	–	–	0.02%	158
2022 Q1	$110K	Hold	4,006	–	–	0.02%	167
2021 Q4	$116K	Hold	4,006	–	–	0.02%	169
2021 Q3	$106K	Hold	4,006	–	–	0.02%	162
2021 Q2	$108K	Buy	+4,006	New	+$106K	0.02%	159

Other funds holding DFAC

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Burleson & Co's DFAC Position: Q4 2022 in Review

Burleson & Co held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q4 2022 at 4,006 shares worth $97.3K. The position accounts for 0.02% of the portfolio, ranked #153.

Burleson & Co first reported a position in DFAC in Q2 2021 and has held it in 7 quarters since. The position peaked at $116K in Q4 2021. 619 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

Burleson & Co held 4,006 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $97.3K as of Q4 2022.
Burleson & Co left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q4 2022.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Burleson & Co's portfolio in Q4 2022, its #153 holding.
Burleson & Co first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 7 quarters since.
Burleson & Co's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $116K in Q4 2021.
619 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.