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

Vivaldi Capital Management’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
-8,710
Closed -$217K – 215
2022
Q4 		$217K Buy
+8,710
New +$212K 0.05% 223
2022
Q3 		– Sell
-8,710
Closed -$203K – 225
2022
Q2 		$203K Buy
+8,710
New +$221K 0.05% 202

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

Vivaldi Capital Management's DFAC Position: Q1 2023 in Review

Vivaldi Capital Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2023, closing a stake of 8,710 shares — an estimated $217K sold.

Vivaldi Capital Management first reported a position in DFAC in Q2 2022 and held it in 2 quarters. The position peaked at $217K in Q4 2022. 648 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

  • Vivaldi Capital Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2023 after selling out during the quarter.
  • Vivaldi Capital Management sold 8,710 Dimensional US Core Equity 2 ETF shares in Q1 2023, an estimated $217K.
  • Vivaldi Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and held it in 2 quarters.
  • Vivaldi Capital Management's Dimensional US Core Equity 2 ETF position peaked at $217K in Q4 2022.
  • 648 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2023.

Based on Vivaldi Capital Management's 13F filing for Q1 2023, filed 12 May 2023.