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Stonnington Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Stonnington Group’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
-24,744
Closed -$573K – 205
2022
Q3 		$573K Buy
24,744
+96
+0.4% +$2.36K 0.16% 118
2022
Q2 		$590K Buy
+24,648
New +$624K 0.16% 128
2022
Q1 		– Sell
-24,502
Closed -$705K – 248
2021
Q4 		$705K Sell
24,502
-7,901
-24% -$223K 0.15% 134
2021
Q3 		$880K Buy
+32,403
New +$880K 0.2% 119

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
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 $819M AUM 18.29% 1-Year Est. Return
Commonwealth Equity Services
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
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

Stonnington Group's DFAC Position: Q4 2022 in Review

Stonnington Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2022, closing a stake of 24,744 shares — an estimated $573K sold.

Stonnington Group first reported a position in DFAC in Q3 2021 and held it in 4 quarters. The position peaked at $880K in Q3 2021. 616 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

  • Stonnington Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
  • Stonnington Group sold 24,744 Dimensional US Core Equity 2 ETF shares in Q4 2022, an estimated $573K.
  • Stonnington Group first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 4 quarters.
  • Stonnington Group's Dimensional US Core Equity 2 ETF position peaked at $880K in Q3 2021.
  • 616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Stonnington Group's 13F filing for Q4 2022, filed 11 Jan 2023.