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Cerity Partners OCIO’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cerity Partners OCIO’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 		$360K Hold
14,834
– – 0.01% 349
2022
Q3 		$330K Hold
14,834
– – 0.01% 358
2022
Q2 		$346K Hold
14,834
– – 0.01% 347
2022
Q1 		$409K Buy
+14,834
New +$406K 0.01% 337

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

Cerity Partners OCIO's DFAC Position: Q4 2022 in Review

Cerity Partners OCIO held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q4 2022 at 14,834 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #349.

Cerity Partners OCIO first reported a position in DFAC in Q1 2022 and has held it in 4 quarters since. The position peaked at $409K in Q1 2022. 616 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

  • Cerity Partners OCIO held 14,834 shares of Dimensional US Core Equity 2 ETF worth $360K as of Q4 2022.
  • Cerity Partners OCIO left its Dimensional US Core Equity 2 ETF share count unchanged in Q4 2022.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #349 holding.
  • Cerity Partners OCIO first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 4 quarters since.
  • Cerity Partners OCIO's Dimensional US Core Equity 2 ETF position peaked at $409K in Q1 2022.
  • 616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.