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

Arlington Partners’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
Q3 		– Sell
-11,229
Closed -$305K – 447
2023
Q2 		$305K Hold
11,229
– – 0.05% 112
2023
Q1 		$286K Buy
+11,229
New +$284K 0.04% 107

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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Arlington Partners's DFAC Position: Q3 2023 in Review

Arlington Partners sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2023, closing a stake of 11,229 shares — an estimated $305K sold.

Arlington Partners first reported a position in DFAC in Q1 2023 and held it in 2 quarters. The position peaked at $305K in Q2 2023. 688 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

  • Arlington Partners reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 11,229 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2023, an estimated $305K.
  • Arlington Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and held it in 2 quarters.
  • Arlington Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $305K in Q2 2023.
  • 688 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.