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Southern Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Southern Wealth Management’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
Q1 		– Sell
-11,966
Closed -$347K – 58
2021
Q4 		$347K Hold
11,966
– – 0.14% 49
2021
Q3 		$318K Hold
11,966
– – 0.09% 53
2021
Q2 		$327K Buy
+11,966
New +$318K 0.09% 52

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Southern Wealth Management's DFAC Position: Q1 2022 in Review

Southern Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2022, closing a stake of 11,966 shares — an estimated $347K sold.

Southern Wealth Management first reported a position in DFAC in Q2 2021 and held it in 3 quarters. The position peaked at $347K in Q4 2021. 461 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Southern Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2022 after selling out during the quarter.
  • Southern Wealth Management sold 11,966 Dimensional US Core Equity 2 ETF shares in Q1 2022, an estimated $347K.
  • Southern Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 3 quarters.
  • Southern Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $347K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2022.

Based on Southern Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.