Domani Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 $82.7B AUM 28.53% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Domani Wealth's DFAC Position: Q1 2023 in Review

Domani Wealth held its U.S. Core Equity 2 Portfolio ETF Class Shares (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. 651 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

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

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