BDO Wealth Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
BDO Wealth Advisors's DFAC Position: Q2 2023 in Review
BDO Wealth Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 19% in Q2 2023, selling an estimated $43.1K and leaving 6,933 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #267.
BDO Wealth Advisors first reported a position in DFAC in Q4 2022 and has held it in 3 quarters since. The position peaked at $219K in Q1 2023. 671 funds tracked by Wall St. Rank hold DFAC as of Q2 2023.
- BDO Wealth Advisors held 6,933 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $188K as of Q2 2023.
- BDO Wealth Advisors sold 1,674 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2023, an estimated $43.1K.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #267 holding.
- BDO Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 3 quarters since.
- BDO Wealth Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $219K in Q1 2023.
- 671 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2023.
Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.