CAN
DFAC icon

Cetera Advisor Networks’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$12M Buy
376,013
+16,379
+5% +$494K 0.06% 334
2023
Q4 		$10.5M Sell
359,634
-40,013
-10% -$1.08M 0.06% 332
2023
Q3 		$10.5M Buy
399,647
+206,647
+107% +$5.64M 0.07% 299
2023
Q2 		$5.24M Sell
193,000
-5
-0% -$129 0.04% 466
2023
Q1 		$4.92M Buy
193,005
+9,678
+5% +$245K 0.04% 483
2022
Q4 		$4.45M Buy
183,327
+6,645
+4% +$162K 0.04% 488
2022
Q3 		$3.93M Buy
176,682
+78,724
+80% +$1.93M 0.05% 388
2022
Q2 		$2.28M Buy
97,958
+20,934
+27% +$530K 0.03% 540
2022
Q1 		$2.12M Buy
77,024
+1,129
+1% +$30.9K 0.03% 594
2021
Q4 		$2.2M Sell
75,895
-10,347
-12% -$292K 0.03% 567
2021
Q3 		$2.29M Buy
86,242
+16,888
+24% +$459K 0.03% 504
2021
Q2 		$1.87M Buy
+69,354
New +$1.84M 0.03% 564

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cetera Advisor Networks's DFAC Position: Q1 2024 in Review

Cetera Advisor Networks increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.6% in Q1 2024, buying an estimated $494K and bringing the position to 376,013 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #334.

Cetera Advisor Networks first reported a position in DFAC in Q2 2021 and has held it in 12 quarters since. 801 funds tracked by Wall St. Rank hold DFAC as of Q1 2024.

  • Cetera Advisor Networks held 376,013 shares of Dimensional US Core Equity 2 ETF worth $12M as of Q1 2024.
  • Cetera Advisor Networks bought 16,379 Dimensional US Core Equity 2 ETF shares in Q1 2024, an estimated $494K.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #334 holding.
  • Cetera Advisor Networks first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 12 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.