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

Frontier Wealth Management’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
Q2 		$237K Hold
10,175
– – 0.02% 336
2022
Q1 		$273K Hold
10,175
– – ﹤0.01% 325
2021
Q4 		$295K Hold
10,175
– – 0.02% 332
2021
Q3 		$270K Hold
10,175
– – 0.02% 349
2021
Q2 		$275K Buy
+10,175
New +$270K 0.02% 342

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 $7.07B AUM 18.05% 1-Year Est. Return
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
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Frontier Wealth Management's DFAC Position: Q2 2022 in Review

Frontier Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2022 at 10,175 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #336.

Frontier Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 5 quarters since. The position peaked at $295K in Q4 2021. 548 funds tracked by Wall St. Rank hold DFAC as of Q2 2022.

  • Frontier Wealth Management held 10,175 shares of Dimensional US Core Equity 2 ETF worth $237K as of Q2 2022.
  • Frontier Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2022.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #336 holding.
  • Frontier Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 5 quarters since.
  • Frontier Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $295K in Q4 2021.
  • 548 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.