LNC
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Lincoln National Corp’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-1,562,110
Closed -$49.9M – 251
2024
Q1 		$49.9M Sell
1,562,110
-20,904
-1% -$631K 0.78% 24
2023
Q4 		$46.3M Buy
1,583,014
+27,765
+2% +$751K 0.81% 24
2023
Q3 		$40.7M Buy
1,555,249
+161,585
+12% +$4.41M 0.82% 22
2023
Q2 		$37.8M Buy
1,393,664
+129,680
+10% +$3.34M 0.75% 26
2023
Q1 		$32.2M Sell
1,263,984
-313,747
-20% -$7.95M 0.68% 27
2022
Q4 		$38.3M Buy
1,577,731
+23,490
+2% +$571K 0.87% 22
2022
Q3 		$34.6M Buy
1,554,241
+17,046
+1% +$418K 0.85% 21
2022
Q2 		$35.8M Buy
1,537,195
+20,417
+1% +$517K 0.84% 23
2022
Q1 		$41.8M Buy
1,516,778
+3,658
+0.2% +$100K 0.86% 22
2021
Q4 		$43.8M Sell
1,513,120
-28,667
-2% -$809K 0.88% 22
2021
Q3 		$41M Sell
1,541,787
-4,921
-0.3% -$134K 0.9% 22
2021
Q2 		$41.7M Buy
+1,546,708
New +$41.1M 0.89% 21

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Lincoln National Corp's DFAC Position: Q2 2024 in Review

Lincoln National Corp sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2024, closing a stake of 1,562,110 shares — an estimated $49.9M sold.

Lincoln National Corp first reported a position in DFAC in Q2 2021 and held it in 12 quarters. The position peaked at $49.9M in Q1 2024. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Lincoln National Corp reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,562,110 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $49.9M.
  • Lincoln National Corp first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 12 quarters.
  • Lincoln National Corp's Dimensional US Core Equity 2 ETF position peaked at $49.9M in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.