AWM
DFAC icon

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

Align Wealth 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
2022
Q4 		$35.2M Buy
+1,581,833
New +$38.5M 29.75% 1

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 $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $80.9B AUM 26.08% 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 $1.8B AUM 22.29% 1-Year Est. Return

Align Wealth Management's DFAC Position: Q4 2022 in Review

Align Wealth Management opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2022: 1,581,833 shares worth $35.2M. The stake represents 29.75% of the portfolio and ranks #1 among its holdings.

618 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

  • Align Wealth Management held 1,581,833 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $35.2M as of Q4 2022.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Align Wealth Management position in Q4 2022.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 29.75% of Align Wealth Management's portfolio in Q4 2022, its #1 holding.
  • 618 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.