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Next Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Next Financial Group’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
2021
Q4 		$596K Buy
20,552
+18,829
+1,093% +$531K 0.04% 470
2021
Q3 		$46K Buy
1,723
+1,100
+177% +$29.9K ﹤0.01% 1440
2021
Q2 		$17K Buy
+623
New +$16.6K ﹤0.01% 1804

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 $7.79B AUM 20.38% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Next Financial Group's DFAC Position: Q4 2021 in Review

Next Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1,093% in Q4 2021, buying an estimated $531K and bringing the position to 20,552 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #470.

Next Financial Group first reported a position in DFAC in Q2 2021 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold DFAC as of Q4 2021.

  • Next Financial Group held 20,552 shares of Dimensional US Core Equity 2 ETF worth $596K as of Q4 2021.
  • Next Financial Group bought 18,829 Dimensional US Core Equity 2 ETF shares in Q4 2021, an estimated $531K.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #470 holding.
  • Next Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.