APWM
DFAC icon

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

Atlas Private 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
2023
Q1 		– Sell
-9,038
Closed -$219K – 115
2022
Q4 		$219K Buy
+9,038
New +$220K 0.1% 108

Other funds holding DFAC

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Atlas Private Wealth Management's DFAC Position: Q1 2023 in Review

Atlas Private Wealth Management sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2023, closing a stake of 9,038 shares — an estimated $219K sold.

Atlas Private Wealth Management first reported a position in DFAC in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 650 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

  • Atlas Private Wealth Management reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2023 after selling out during the quarter.
  • Atlas Private Wealth Management sold 9,038 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2023, an estimated $219K.
  • Atlas Private Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and held it in 1 quarter.
  • Atlas Private Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $219K in Q4 2022.
  • 650 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2023.

Based on Atlas Private Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.