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FourThought Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

FourThought Financial’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
Q3 		$34K Hold
1,514
– – 0.01% 723
2022
Q2 		$35K Hold
1,514
– – 0.01% 709
2022
Q1 		$42K Buy
+1,514
New +$41.4K 0.01% 715

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 $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FourThought Financial's DFAC Position: Q3 2022 in Review

FourThought Financial held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q3 2022 at 1,514 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #723.

FourThought Financial first reported a position in DFAC in Q1 2022 and has held it in 3 quarters since. The position peaked at $42K in Q1 2022. 545 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • FourThought Financial held 1,514 shares of Dimensional US Core Equity 2 ETF worth $34K as of Q3 2022.
  • FourThought Financial left its Dimensional US Core Equity 2 ETF share count unchanged in Q3 2022.
  • Dimensional US Core Equity 2 ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #723 holding.
  • FourThought Financial first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 3 quarters since.
  • FourThought Financial's Dimensional US Core Equity 2 ETF position peaked at $42K in Q1 2022.
  • 545 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.