ACG Wealth
DFAS icon

ACG Wealth’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

ACG Wealth’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-30
Closed -$1K – 404
2022
Q2 		$1K Buy
+30
New +$1.56K ﹤0.01% 854

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ACG Wealth's DFAS Position: Q3 2022 in Review

ACG Wealth sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2022, closing a stake of 30 shares — an estimated $1K sold.

ACG Wealth first reported a position in DFAS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 372 funds tracked by Wall St. Rank hold DFAS as of Q3 2022.

  • ACG Wealth reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 30 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2022, an estimated $1K.
  • ACG Wealth first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1K in Q2 2022.
  • 372 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2022.

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