U.S. Capital Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

U.S. Capital Wealth Advisors’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	-1,184	Closed	-$28.7K	–	840
2022 Q4	$28.7K	Buy	+1,184	New	+$28.8K	﹤0.01%	1020

Other funds holding DFAC

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

U.S. Capital Wealth Advisors's DFAC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2023, closing a stake of 1,184 shares — an estimated $28.7K sold.

U.S. Capital Wealth Advisors first reported a position in DFAC in Q4 2022 and held it in 1 quarter. The position peaked at $28.7K in Q4 2022. 648 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,184 Dimensional US Core Equity 2 ETF shares in Q1 2023, an estimated $28.7K.
U.S. Capital Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $28.7K in Q4 2022.
648 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.