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

Sage 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
2022 Q4	–	Sell	-12,548	Closed	-$279K	–	96
2022 Q3	$279K	Hold	12,548	–	–	0.04%	76
2022 Q2	$292K	Hold	12,548	–	–	0.04%	73
2022 Q1	$346K	Hold	12,548	–	–	0.04%	51
2021 Q4	$364K	Sell	12,548 -1,500	-11%	-$42.3K	0.04%	51
2021 Q3	$373K	Hold	14,048	–	–	0.05%	46
2021 Q2	$379K	Buy	+14,048	New	+$373K	0.05%	46

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RWM

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Sage Financial Group's DFAC Position: Q4 2022 in Review

Sage Financial Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2022, closing a stake of 12,548 shares — an estimated $279K sold.

Sage Financial Group first reported a position in DFAC in Q2 2021 and held it in 6 quarters. The position peaked at $379K in Q2 2021. 616 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

Sage Financial Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
Sage Financial Group sold 12,548 Dimensional US Core Equity 2 ETF shares in Q4 2022, an estimated $279K.
Sage Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 6 quarters.
Sage Financial Group's Dimensional US Core Equity 2 ETF position peaked at $379K in Q2 2021.
616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Sage Financial Group's 13F filing for Q4 2022, filed 31 Jan 2023.