Atlas Capital Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Atlas Capital Advisors’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	-183	Closed	-$4.97K	–	885
2023 Q2	$4.97K	Hold	183	–	–	﹤0.01%	784
2023 Q1	$4.66K	Hold	183	–	–	﹤0.01%	797
2022 Q4	$4.44K	Hold	183	–	–	﹤0.01%	792
2022 Q3	$4.07K	Hold	183	–	–	﹤0.01%	788
2022 Q2	$4.26K	Sell	183 -800	-81%	-$20.3K	﹤0.01%	866
2022 Q1	$27.1K	Hold	983	–	–	﹤0.01%	604
2021 Q4	$28.5K	Hold	983	–	–	﹤0.01%	600
2021 Q3	$26.1K	Buy	+983	New	+$26.7K	﹤0.01%	606

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Atlas Capital Advisors's DFAC Position: Q3 2023 in Review

Atlas Capital Advisors sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2023, closing a stake of 183 shares — an estimated $4.97K sold.

Atlas Capital Advisors first reported a position in DFAC in Q3 2021 and held it in 8 quarters. The position peaked at $28.5K in Q4 2021. 688 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

Atlas Capital Advisors reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
Atlas Capital Advisors sold 183 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2023, an estimated $4.97K.
Atlas Capital Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and held it in 8 quarters.
Atlas Capital Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $28.5K in Q4 2021.
688 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2023.

Based on Atlas Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.