Personal Capital Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Personal Capital Advisors’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 Q4	$270K	Hold	11,127	–	–	﹤0.01%	408
2022 Q3	$247K	Hold	11,127	–	–	﹤0.01%	400
2022 Q2	$259K	Hold	11,127	–	–	﹤0.01%	377
2022 Q1	$307K	Sell	11,127 -1,583	-12%	-$43.3K	﹤0.01%	383
2021 Q4	$368K	Sell	12,710 -7,761	-38%	-$219K	﹤0.01%	395
2021 Q3	$544K	Sell	20,471 -1,323	-6%	-$35.9K	﹤0.01%	303
2021 Q2	$588K	Buy	+21,794	New	+$579K	﹤0.01%	290

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Personal Capital Advisors's DFAC Position: Q4 2022 in Review

Personal Capital Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q4 2022 at 11,127 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Personal Capital Advisors first reported a position in DFAC in Q2 2021 and has held it in 7 quarters since. The position peaked at $588K in Q2 2021. 617 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

Personal Capital Advisors held 11,127 shares of Dimensional US Core Equity 2 ETF worth $270K as of Q4 2022.
Personal Capital Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q4 2022.
Dimensional US Core Equity 2 ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #408 holding.
Personal Capital Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 7 quarters since.
Personal Capital Advisors's Dimensional US Core Equity 2 ETF position peaked at $588K in Q2 2021.
617 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.