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Hancock Whitney Investment Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Hancock Whitney Investment Services’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
Q1 		– Sell
-7,223
Closed -$209K – 113
2021
Q4 		$209K Buy
+7,223
New +$204K 0.04% 286

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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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Hancock Whitney Investment Services's DFAC Position: Q1 2022 in Review

Hancock Whitney Investment Services sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2022, closing a stake of 7,223 shares — an estimated $209K sold.

Hancock Whitney Investment Services first reported a position in DFAC in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 461 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Hancock Whitney Investment Services reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2022 after selling out during the quarter.
  • Hancock Whitney Investment Services sold 7,223 Dimensional US Core Equity 2 ETF shares in Q1 2022, an estimated $209K.
  • Hancock Whitney Investment Services first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and held it in 1 quarter.
  • Hancock Whitney Investment Services's Dimensional US Core Equity 2 ETF position peaked at $209K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q1 2022, filed 13 May 2022.