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Northwest Investment Counselors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Northwest Investment Counselors’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
Q3 		– Sell
-1,644
Closed -$38K – 517
2022
Q2 		$38K Hold
1,644
– – 0.01% 241
2022
Q1 		$45K Hold
1,644
– – 0.01% 240
2021
Q4 		$48K Buy
+1,644
New +$46.4K 0.01% 233

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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwest Investment Counselors's DFAC Position: Q3 2022 in Review

Northwest Investment Counselors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2022, closing a stake of 1,644 shares — an estimated $38K sold.

Northwest Investment Counselors first reported a position in DFAC in Q4 2021 and held it in 3 quarters. The position peaked at $48K in Q4 2021. 544 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • Northwest Investment Counselors reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,644 Dimensional US Core Equity 2 ETF shares in Q3 2022, an estimated $38K.
  • Northwest Investment Counselors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and held it in 3 quarters.
  • Northwest Investment Counselors's Dimensional US Core Equity 2 ETF position peaked at $48K in Q4 2021.
  • 544 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2022.

Based on Northwest Investment Counselors's 13F filing for Q3 2022, filed 28 Oct 2022.