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Professional Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Professional Financial 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 		– Sell
-2,988
Closed -$66K – 164
2022
Q3 		$66K Hold
2,988
– – 0.04% 125
2022
Q2 		$70K Hold
2,988
– – 0.04% 124
2022
Q1 		$82K Hold
2,988
– – 0.04% 115
2021
Q4 		$87K Hold
2,988
– – 0.04% 138
2021
Q3 		$79K Buy
+2,988
New +$81.2K 0.05% 122

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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
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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Professional Financial Advisors's DFAC Position: Q4 2022 in Review

Professional Financial Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2022, closing a stake of 2,988 shares — an estimated $66K sold.

Professional Financial Advisors first reported a position in DFAC in Q3 2021 and held it in 5 quarters. The position peaked at $87K in Q4 2021. 617 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

  • Professional Financial Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 2,988 Dimensional US Core Equity 2 ETF shares in Q4 2022, an estimated $66K.
  • Professional Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 5 quarters.
  • Professional Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $87K in Q4 2021.
  • 617 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.