Kistler-Tiffany Companies’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kistler-Tiffany Companies’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	$378K	Hold	13,907	–	–	0.06%	246
2023 Q1	$354K	Hold	13,907	–	–	0.07%	219
2022 Q4	$338K	Hold	13,907	–	–	0.07%	181
2022 Q3	$309K	Hold	13,907	–	–	0.07%	161
2022 Q2	$324K	Hold	13,907	–	–	0.07%	160
2022 Q1	$384K	Hold	13,907	–	–	0.07%	158
2021 Q4	$403K	Hold	13,907	–	–	0.08%	141
2021 Q3	$370K	Hold	13,907	–	–	0.08%	135
2021 Q2	$375K	Buy	+13,907	New	+$370K	0.09%	132

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kistler-Tiffany Companies's DFAC Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2023 at 13,907 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #246.

Kistler-Tiffany Companies first reported a position in DFAC in Q2 2021 and has held it in 9 quarters since. The position peaked at $403K in Q4 2021. 669 funds tracked by Wall St. Rank hold DFAC as of Q2 2023.

Kistler-Tiffany Companies held 13,907 shares of Dimensional US Core Equity 2 ETF worth $378K as of Q2 2023.
Kistler-Tiffany Companies left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2023.
Dimensional US Core Equity 2 ETF made up 0.06% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #246 holding.
Kistler-Tiffany Companies first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 9 quarters since.
Kistler-Tiffany Companies's Dimensional US Core Equity 2 ETF position peaked at $403K in Q4 2021.
669 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.