ACG Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
– Sell
-5,106
Closed -$119K – 403
2022
Q2
$119K Buy
+5,106
New +$129K 0.02% 307

Other funds holding DFAC

ACG Wealth's DFAC Position: Q3 2022 in Review

ACG Wealth sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2022, closing a stake of 5,106 shares — an estimated $119K sold.

ACG Wealth first reported a position in DFAC in Q2 2022 and held it in 1 quarter. The position peaked at $119K in Q2 2022. 546 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • ACG Wealth reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 5,106 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2022, an estimated $119K.
  • ACG Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $119K in Q2 2022.
  • 546 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.