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

SVB Wealth’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
2023
Q1 		– Sell
-16,694
Closed -$405K – 1028
2022
Q4 		$405K Buy
16,694
+2,159
+15% +$52.5K 0.01% 621
2022
Q3 		$323K Buy
14,535
+1
+0% +$25 ﹤0.01% 670
2022
Q2 		$339K Buy
+14,534
New +$368K 0.01% 532

Other funds holding DFAC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SVB Wealth's DFAC Position: Q1 2023 in Review

SVB Wealth sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2023, closing a stake of 16,694 shares — an estimated $405K sold.

SVB Wealth first reported a position in DFAC in Q2 2022 and held it in 3 quarters. The position peaked at $405K in Q4 2022. 648 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

  • SVB Wealth reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2023 after selling out during the quarter.
  • SVB Wealth sold 16,694 Dimensional US Core Equity 2 ETF shares in Q1 2023, an estimated $405K.
  • SVB Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and held it in 3 quarters.
  • SVB Wealth's Dimensional US Core Equity 2 ETF position peaked at $405K in Q4 2022.
  • 648 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.