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

Concorde Financial’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
Q1 		– Sell
-1,335
Closed -$39K – 81
2021
Q4 		$39K Buy
+1,335
New +$37.7K 0.02% 56

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Concorde Financial's DFAC Position: Q1 2022 in Review

Concorde Financial sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2022, closing a stake of 1,335 shares — an estimated $39K sold.

Concorde Financial first reported a position in DFAC in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 461 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Concorde Financial reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2022 after selling out during the quarter.
  • Concorde Financial sold 1,335 Dimensional US Core Equity 2 ETF shares in Q1 2022, an estimated $39K.
  • Concorde Financial first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and held it in 1 quarter.
  • Concorde Financial's Dimensional US Core Equity 2 ETF position peaked at $39K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.