CWM
DFAC icon

Curi Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-6,664
Closed -$155K – 315
2022
Q2 		$155K Buy
+6,664
New +$169K 0.03% 141

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Curi Wealth Management's DFAC Position: Q3 2022 in Review

Curi Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2022, closing a stake of 6,664 shares — an estimated $155K sold.

Curi Wealth Management first reported a position in DFAC in Q2 2022 and held it in 1 quarter. The position peaked at $155K in Q2 2022. 544 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • Curi Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 6,664 Dimensional US Core Equity 2 ETF shares in Q3 2022, an estimated $155K.
  • Curi Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $155K in Q2 2022.
  • 544 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.