SIAP
DFAC icon

Sterling Investment Advisors (Pennsylvania)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-2,737
Closed -$64K – 219
2022
Q2 		$64K Hold
2,737
– – 0.02% 207
2022
Q1 		$75K Hold
2,737
– – 0.02% 221
2021
Q4 		$79K Hold
2,737
– – 0.02% 213
2021
Q3 		$73K Hold
2,737
– – 0.02% 220
2021
Q2 		$74K Buy
+2,737
New +$72.7K 0.02% 222

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 $374B AUM 17.66% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s DFAC Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2022, closing a stake of 2,737 shares — an estimated $64K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DFAC in Q2 2021 and held it in 5 quarters. The position peaked at $79K in Q4 2021. 545 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,737 Dimensional US Core Equity 2 ETF shares in Q3 2022, an estimated $64K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Dimensional US Core Equity 2 ETF position peaked at $79K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.