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

Cetera Advisors’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	$1.53M	Buy	47,782 +8,045	+20%	+$243K	0.01%	948
2023 Q4	$1.16M	Sell	39,737 -8,798	-18%	-$238K	0.02%	718
2023 Q3	$1.27M	Buy	48,535 +769	+2%	+$21K	0.02%	629
2023 Q2	$1.3M	Sell	47,766 -620,968	-93%	-$16M	0.02%	625
2023 Q1	$17M	Buy	668,734 +16,124	+2%	+$408K	0.28%	76
2022 Q4	$15.8M	Buy	652,610 +13,958	+2%	+$340K	0.29%	75
2022 Q3	$14.2M	Buy	638,652 +9,173	+1%	+$225K	0.38%	52
2022 Q2	$14.7M	Buy	629,479 +21,993	+4%	+$557K	0.33%	60
2022 Q1	$16.8M	Buy	607,486 +597,816	+6,182%	+$16.4M	0.33%	59
2021 Q4	$280K	Sell	9,670 -1,923	-17%	-$54.3K	0.01%	1148
2021 Q3	$308K	Buy	11,593 +1,923	+20%	+$52.2K	0.01%	1086
2021 Q2	$261K	Buy	+9,670	New	+$257K	0.01%	1112

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cetera Advisors's DFAC Position: Q1 2024 in Review

Cetera Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 20% in Q1 2024, buying an estimated $243K and bringing the position to 47,782 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #948.

Cetera Advisors first reported a position in DFAC in Q2 2021 and has held it in 12 quarters since. The position peaked at $17M in Q1 2023. 800 funds tracked by Wall St. Rank hold DFAC as of Q1 2024.

Cetera Advisors held 47,782 shares of Dimensional US Core Equity 2 ETF worth $1.53M as of Q1 2024.
Cetera Advisors bought 8,045 Dimensional US Core Equity 2 ETF shares in Q1 2024, an estimated $243K.
Dimensional US Core Equity 2 ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #948 holding.
Cetera Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 12 quarters since.
Cetera Advisors's Dimensional US Core Equity 2 ETF position peaked at $17M in Q1 2023.
800 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2024.

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