Sargent Bickham Lagudis’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sargent Bickham Lagudis’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	$29.2K	Hold	1,201	–	–	﹤0.01%	533
2022 Q3	$27K	Hold	1,201	–	–	﹤0.01%	520
2022 Q2	$28K	Hold	1,201	–	–	﹤0.01%	526
2022 Q1	$33K	Hold	1,201	–	–	﹤0.01%	530
2021 Q4	$35K	Hold	1,201	–	–	﹤0.01%	518
2021 Q3	$32K	Hold	1,201	–	–	﹤0.01%	527
2021 Q2	$32K	Buy	+1,201	New	+$31.9K	﹤0.01%	526

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

Sargent Bickham Lagudis's DFAC Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q4 2022 at 1,201 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Sargent Bickham Lagudis first reported a position in DFAC in Q2 2021 and has held it in 7 quarters since. The position peaked at $35K in Q4 2021. 616 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

Sargent Bickham Lagudis held 1,201 shares of Dimensional US Core Equity 2 ETF worth $29.2K as of Q4 2022.
Sargent Bickham Lagudis left its Dimensional US Core Equity 2 ETF share count unchanged in Q4 2022.
Dimensional US Core Equity 2 ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #533 holding.
Sargent Bickham Lagudis first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 7 quarters since.
Sargent Bickham Lagudis's Dimensional US Core Equity 2 ETF position peaked at $35K in Q4 2021.
616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.