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Marquette Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Marquette Asset Management’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
-1,306
Closed -$36K – 325
2022
Q1 		$36K Hold
1,306
– – 0.01% 206
2021
Q4 		$38K Hold
1,306
– – 0.01% 203
2021
Q3 		$35K Buy
+1,306
New +$35.5K 0.01% 195

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BSW
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FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
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
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

Marquette Asset Management's DFAC Position: Q2 2022 in Review

Marquette Asset Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2022, closing a stake of 1,306 shares — an estimated $36K sold.

Marquette Asset Management first reported a position in DFAC in Q3 2021 and held it in 3 quarters. The position peaked at $38K in Q4 2021. 548 funds tracked by Wall St. Rank hold DFAC as of Q2 2022.

  • Marquette Asset Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2022 after selling out during the quarter.
  • Marquette Asset Management sold 1,306 Dimensional US Core Equity 2 ETF shares in Q2 2022, an estimated $36K.
  • Marquette Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 3 quarters.
  • Marquette Asset Management's Dimensional US Core Equity 2 ETF position peaked at $38K in Q4 2021.
  • 548 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2022.

Based on Marquette Asset Management's 13F filing for Q2 2022, filed 15 Jul 2022.