Laurel Wealth Advisors (California)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$2.42M	Buy	99,802 +3,077	+3%	+$74.8K	0.24%	98
2022 Q3	$2.15M	Buy	96,725 +33,751	+54%	+$829K	0.23%	100
2022 Q2	$1.47M	Buy	62,974 +12,400	+25%	+$314K	0.15%	151
2022 Q1	$1.4M	Buy	50,574 +6,321	+14%	+$173K	0.12%	191
2021 Q4	$1.28M	Buy	44,253 +11,991	+37%	+$338K	0.1%	212
2021 Q3	$857K	Buy	32,262 +17,864	+124%	+$485K	0.16%	158
2021 Q2	$388K	Buy	+14,398	New	+$383K	0.05%	335

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

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

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 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

Greenspring Advisors Towson, Maryland $1.64B AUM

Laurel Wealth Advisors (California)'s DFAC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.2% in Q4 2022, buying an estimated $74.8K and bringing the position to 99,802 shares worth $2.42M. The position accounts for 0.24% of the portfolio, ranked #98.

Laurel Wealth Advisors (California) first reported a position in DFAC in Q2 2021 and has held it in 7 quarters since. 616 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

Laurel Wealth Advisors (California) held 99,802 shares of Dimensional US Core Equity 2 ETF worth $2.42M as of Q4 2022.
Laurel Wealth Advisors (California) bought 3,077 Dimensional US Core Equity 2 ETF shares in Q4 2022, an estimated $74.8K.
Dimensional US Core Equity 2 ETF made up 0.24% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #98 holding.
Laurel Wealth Advisors (California) first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 7 quarters since.
616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.