Latitude Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Latitude Advisors’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	-10,665	Closed	-$294K	–	174
2022 Q1	$294K	Buy	10,665 +3,555	+50%	+$97.3K	0.07%	259
2021 Q4	$206K	Buy	+7,110	New	+$201K	0.06%	284

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 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

Greenspring Advisors Towson, Maryland $1.64B AUM

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 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

Latitude Advisors's DFAC Position: Q2 2022 in Review

Latitude Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2022, closing a stake of 10,665 shares — an estimated $294K sold.

Latitude Advisors first reported a position in DFAC in Q4 2021 and held it in 2 quarters. The position peaked at $294K in Q1 2022. 548 funds tracked by Wall St. Rank hold DFAC as of Q2 2022.

Latitude Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 10,665 Dimensional US Core Equity 2 ETF shares in Q2 2022, an estimated $294K.
Latitude Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and held it in 2 quarters.
Latitude Advisors's Dimensional US Core Equity 2 ETF position peaked at $294K in Q1 2022.
548 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.