DT
DFAC icon

Daniels + Tansey’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Daniels + Tansey’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
-11,921
Closed -$345K – 34
2021
Q4 		$345K Hold
11,921
– – 0.11% 33
2021
Q3 		$316K Hold
11,921
– – 0.11% 31
2021
Q2 		$321K Buy
+11,921
New +$317K 0.11% 30

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

Daniels + Tansey's DFAC Position: Q1 2022 in Review

Daniels + Tansey sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2022, closing a stake of 11,921 shares — an estimated $345K sold.

Daniels + Tansey first reported a position in DFAC in Q2 2021 and held it in 3 quarters. The position peaked at $345K in Q4 2021. 461 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Daniels + Tansey reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2022 after selling out during the quarter.
  • Daniels + Tansey sold 11,921 Dimensional US Core Equity 2 ETF shares in Q1 2022, an estimated $345K.
  • Daniels + Tansey first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 3 quarters.
  • Daniels + Tansey's Dimensional US Core Equity 2 ETF position peaked at $345K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2022.

Based on Daniels + Tansey's 13F filing for Q1 2022, filed 5 May 2022.