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

Domani Wealth’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
2023 Q1	$1.23M	Hold	48,159	–	–	0.28%	41
2022 Q4	$1.17M	Buy	48,159 +1,480	+3%	+$36K	0.29%	42
2022 Q3	$1.04M	Sell	46,679 -2,282	-5%	-$56K	0.3%	37
2022 Q2	$1.14M	Sell	48,961 -7	-0%	-$177	0.31%	35
2022 Q1	$1.35M	Sell	48,968 -15,542	-24%	-$426K	0.29%	38
2021 Q4	$1.87M	Sell	64,510 -8,831	-12%	-$249K	0.37%	35
2021 Q3	$1.95M	Buy	73,341 +170	+0.2%	+$4.62K	0.41%	33
2021 Q2	$1.97M	Buy	+73,171	New	+$1.94M	0.4%	34

Other funds holding DFAC

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

BSW

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

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

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

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

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

Greenspring Advisors Towson, Maryland $1.64B AUM

RWM

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

Domani Wealth's DFAC Position: Q1 2023 in Review

Domani Wealth held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2023 at 48,159 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #41.

Domani Wealth first reported a position in DFAC in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.97M in Q2 2021. 649 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

Domani Wealth held 48,159 shares of Dimensional US Core Equity 2 ETF worth $1.23M as of Q1 2023.
Domani Wealth left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2023.
Dimensional US Core Equity 2 ETF made up 0.28% of Domani Wealth's portfolio in Q1 2023, its #41 holding.
Domani Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 8 quarters since.
Domani Wealth's Dimensional US Core Equity 2 ETF position peaked at $1.97M in Q2 2021.
649 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.