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

RegentAtlantic Capital’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 		$423K Hold
19,037
– – 0.01% 481
2022
Q2 		$444K Hold
19,037
– – 0.01% 461
2022
Q1 		$525K Buy
+19,037
New +$521K 0.01% 446

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

RegentAtlantic Capital's DFAC Position: Q3 2022 in Review

RegentAtlantic Capital held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q3 2022 at 19,037 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #481.

RegentAtlantic Capital first reported a position in DFAC in Q1 2022 and has held it in 3 quarters since. The position peaked at $525K in Q1 2022. 544 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • RegentAtlantic Capital held 19,037 shares of Dimensional US Core Equity 2 ETF worth $423K as of Q3 2022.
  • RegentAtlantic Capital left its Dimensional US Core Equity 2 ETF share count unchanged in Q3 2022.
  • Dimensional US Core Equity 2 ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #481 holding.
  • RegentAtlantic Capital first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 3 quarters since.
  • RegentAtlantic Capital's Dimensional US Core Equity 2 ETF position peaked at $525K in Q1 2022.
  • 544 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.