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Benjamin F. Edwards & Company’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$12K Buy
+364
New +$11.5K ﹤0.01% 1671

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Benjamin F. Edwards & Company's DFAC Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2024: 364 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings.

828 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Benjamin F. Edwards & Company held 364 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $12K as of Q2 2024.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Benjamin F. Edwards & Company position in Q2 2024.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1671 holding.
  • 828 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.