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Sloy Dahl & Holst’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sloy Dahl & Holst’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
-488,883
Closed -$10.9M – 69
2022
Q3 		$10.9M Buy
488,883
+8,443
+2% +$207K 2.29% 4
2022
Q2 		$11.2M Sell
480,440
-824
-0.2% -$20.9K 2.67% 4
2022
Q1 		$13.3M Sell
481,264
-79,117
-14% -$2.17M 2.2% 5
2021
Q4 		$14.9M Hold
560,381
– – 3.17% 4
2021
Q3 		$14.9M Buy
+560,381
New +$15.2M 3.17% 4

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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
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
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

Sloy Dahl & Holst's DFAC Position: Q4 2022 in Review

Sloy Dahl & Holst sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2022, closing a stake of 488,883 shares — an estimated $10.9M sold.

Sloy Dahl & Holst first reported a position in DFAC in Q3 2021 and held it in 5 quarters. The position peaked at $14.9M in Q4 2021. 617 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

  • Sloy Dahl & Holst reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
  • Sloy Dahl & Holst sold 488,883 Dimensional US Core Equity 2 ETF shares in Q4 2022, an estimated $10.9M.
  • Sloy Dahl & Holst first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 5 quarters.
  • Sloy Dahl & Holst's Dimensional US Core Equity 2 ETF position peaked at $14.9M in Q4 2021.
  • 617 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Sloy Dahl & Holst's 13F filing for Q4 2022, filed 30 Jan 2023.