Kore Private Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kore Private Wealth’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	$229K	Hold	10,304	–	–	0.04%	226
2022 Q2	$240K	Hold	10,304	–	–	0.04%	248
2022 Q1	$284K	Hold	10,304	–	–	0.04%	253
2021 Q4	$299K	Hold	10,304	–	–	0.04%	243
2021 Q3	$274K	Hold	10,304	–	–	0.03%	349
2021 Q2	$278K	Buy	+10,304	New	+$274K	0.03%	331

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 Chicago, Illinois $374B AUM 17.66% 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

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

Greenspring Advisors Towson, Maryland $1.64B AUM

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

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

Kore Private Wealth's DFAC Position: Q3 2022 in Review

Kore Private Wealth held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q3 2022 at 10,304 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #226.

Kore Private Wealth first reported a position in DFAC in Q2 2021 and has held it in 6 quarters since. The position peaked at $299K in Q4 2021. 545 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

Kore Private Wealth held 10,304 shares of Dimensional US Core Equity 2 ETF worth $229K as of Q3 2022.
Kore Private Wealth left its Dimensional US Core Equity 2 ETF share count unchanged in Q3 2022.
Dimensional US Core Equity 2 ETF made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #226 holding.
Kore Private Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 6 quarters since.
Kore Private Wealth's Dimensional US Core Equity 2 ETF position peaked at $299K in Q4 2021.
545 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.