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Dubuque Bank & Trust’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Dubuque Bank & Trust’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
2021
Q4 		– Sell
-16,083
Closed -$427K – 264
2021
Q3 		$427K Buy
+16,083
New +$437K 0.05% 164

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FFM
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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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Dubuque Bank & Trust's DFAC Position: Q4 2021 in Review

Dubuque Bank & Trust sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2021, closing a stake of 16,083 shares — an estimated $427K sold.

Dubuque Bank & Trust first reported a position in DFAC in Q3 2021 and held it in 1 quarter. The position peaked at $427K in Q3 2021. 507 funds tracked by Wall St. Rank hold DFAC as of Q4 2021.

  • Dubuque Bank & Trust reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2021 after selling out during the quarter.
  • Dubuque Bank & Trust sold 16,083 Dimensional US Core Equity 2 ETF shares in Q4 2021, an estimated $427K.
  • Dubuque Bank & Trust first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 1 quarter.
  • Dubuque Bank & Trust's Dimensional US Core Equity 2 ETF position peaked at $427K in Q3 2021.
  • 507 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2021.

Based on Dubuque Bank & Trust's 13F filing for Q4 2021, filed 28 Jan 2022.