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Dixon Hughes Goodman Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$45.1M Buy
1,635,931
+32,354
+2% +$886K 12.94% 1
2021
Q4 		$46.5M Buy
+1,603,577
New +$45.3M 15.14% 1

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 $919M AUM 23.4% 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

Dixon Hughes Goodman Wealth Advisors's DFAC Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2% in Q1 2022, buying an estimated $886K and bringing the position to 1,635,931 shares worth $45.1M. The position accounts for 12.94% of the portfolio, ranked #1.

Dixon Hughes Goodman Wealth Advisors first reported a position in DFAC in Q4 2021 and has held it in 2 quarters since. The position peaked at $46.5M in Q4 2021. 461 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,635,931 shares of Dimensional US Core Equity 2 ETF worth $45.1M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 32,354 Dimensional US Core Equity 2 ETF shares in Q1 2022, an estimated $886K.
  • Dimensional US Core Equity 2 ETF made up 12.94% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #1 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $46.5M in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.