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Capital Financial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Capital Financial Services’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 		$375K Buy
15,435
+6,100
+65% +$148K 0.52% 49
2022
Q3 		$208K Buy
+9,335
New +$229K 0.31% 70

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

Capital Financial Services's DFAC Position: Q4 2022 in Review

Capital Financial Services increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 65% in Q4 2022, buying an estimated $148K and bringing the position to 15,435 shares worth $375K. The position accounts for 0.52% of the portfolio, ranked #49.

Capital Financial Services first reported a position in DFAC in Q3 2022 and has held it in 2 quarters since. 616 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

  • Capital Financial Services held 15,435 shares of Dimensional US Core Equity 2 ETF worth $375K as of Q4 2022.
  • Capital Financial Services bought 6,100 Dimensional US Core Equity 2 ETF shares in Q4 2022, an estimated $148K.
  • Dimensional US Core Equity 2 ETF made up 0.52% of Capital Financial Services's portfolio in Q4 2022, its #49 holding.
  • Capital Financial Services first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 2 quarters since.
  • 616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.