Sage Financial Group’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Sage Financial Group sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (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. 618 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

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

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