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Flagstar Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Flagstar 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
2023
Q2 		– Sell
-10,933
Closed -$279K – 154
2023
Q1 		$279K Hold
10,933
– – 0.1% 136
2022
Q4 		$265K Buy
+10,933
New +$266K 0.09% 143

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Flagstar Advisors's DFAC Position: Q2 2023 in Review

Flagstar Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2023, closing a stake of 10,933 shares — an estimated $279K sold.

Flagstar Advisors first reported a position in DFAC in Q4 2022 and held it in 2 quarters. The position peaked at $279K in Q1 2023. 668 funds tracked by Wall St. Rank hold DFAC as of Q2 2023.

  • Flagstar Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2023 after selling out during the quarter.
  • Flagstar Advisors sold 10,933 Dimensional US Core Equity 2 ETF shares in Q2 2023, an estimated $279K.
  • Flagstar Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and held it in 2 quarters.
  • Flagstar Advisors's Dimensional US Core Equity 2 ETF position peaked at $279K in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2023.

Based on Flagstar Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.