Sanford Advisory Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sanford Advisory Services’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	$2.32M	Buy	+95,510	New	+$2.32M	0.55%	33

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

Sanford Advisory Services's DFAC Position: Q4 2022 in Review

Sanford Advisory Services opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q4 2022: 95,510 shares worth $2.32M. The stake represents 0.55% of the portfolio and ranks #33 among its holdings.

616 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

Sanford Advisory Services held 95,510 shares of Dimensional US Core Equity 2 ETF worth $2.32M as of Q4 2022.
Dimensional US Core Equity 2 ETF was a new Sanford Advisory Services position in Q4 2022.
Dimensional US Core Equity 2 ETF made up 0.55% of Sanford Advisory Services's portfolio in Q4 2022, its #33 holding.
616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.