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Heritage Wealth Management (Arizona)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Heritage Wealth Management (Arizona)’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 		– Sell
-134,989
Closed -$3.72M – 1003
2022
Q1 		$3.72M Buy
+134,989
New +$3.7M 1.01% 14
2021
Q3 		$3.58M Buy
+134,884
New +$3.66M 1.27% 13

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DFAC Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2022, closing a stake of 134,989 shares — an estimated $3.72M sold.

Heritage Wealth Management (Arizona) first reported a position in DFAC in Q3 2021 and held it in 2 quarters. The position peaked at $3.72M in Q1 2022. 549 funds tracked by Wall St. Rank hold DFAC as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 134,989 Dimensional US Core Equity 2 ETF shares in Q2 2022, an estimated $3.72M.
  • Heritage Wealth Management (Arizona) first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Dimensional US Core Equity 2 ETF position peaked at $3.72M in Q1 2022.
  • 549 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.