LNC
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Lincoln National Corp’s Dimensional US Small Cap ETF DFAS Stock Holding History

Lincoln National Corp’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,387
Closed -$274K – 252
2024
Q1 		$274K Sell
4,387
-472
-10% -$27.9K ﹤0.01% 1010
2023
Q4 		$290K Buy
4,859
+343
+8% +$18.4K 0.01% 883
2023
Q3 		$237K Buy
4,516
+318
+8% +$17.5K ﹤0.01% 894
2023
Q2 		$230K Buy
+4,198
New +$219K ﹤0.01% 904

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

Lincoln National Corp sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2024, closing a stake of 4,387 shares — an estimated $274K sold.

Lincoln National Corp first reported a position in DFAS in Q2 2023 and held it in 4 quarters. The position peaked at $290K in Q4 2023. 633 funds tracked by Wall St. Rank hold DFAS as of Q2 2024.

  • Lincoln National Corp reported no remaining Dimensional US Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,387 Dimensional US Small Cap ETF shares in Q2 2024, an estimated $274K.
  • Lincoln National Corp first reported a position in Dimensional US Small Cap ETF in Q2 2023 and held it in 4 quarters.
  • Lincoln National Corp's Dimensional US Small Cap ETF position peaked at $290K in Q4 2023.
  • 633 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2024.

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