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Titleist Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Titleist Capital’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 		$254K Hold
10,470
– – 0.06% 198
2022
Q3 		$233K Hold
10,470
– – 0.05% 198
2022
Q2 		$244K Hold
10,470
– – 0.06% 205
2022
Q1 		$289K Hold
10,470
– – 0.06% 201
2021
Q4 		$303K Buy
+10,470
New +$295K 0.06% 183

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
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

Titleist Capital's DFAC Position: Q4 2022 in Review

Titleist Capital held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q4 2022 at 10,470 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #198.

Titleist Capital first reported a position in DFAC in Q4 2021 and has held it in 5 quarters since. The position peaked at $303K in Q4 2021. 617 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

  • Titleist Capital held 10,470 shares of Dimensional US Core Equity 2 ETF worth $254K as of Q4 2022.
  • Titleist Capital left its Dimensional US Core Equity 2 ETF share count unchanged in Q4 2022.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Titleist Capital's portfolio in Q4 2022, its #198 holding.
  • Titleist Capital first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 5 quarters since.
  • Titleist Capital's Dimensional US Core Equity 2 ETF position peaked at $303K in Q4 2021.
  • 617 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.