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

Capital Financial Services’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
2022
Q4 		$375K Buy
15,435
+6,100
+65% +$148K 0.52% 49
2022
Q3 		$208K Buy
+9,335
New +$229K 0.31% 70

Other funds holding DFAC

Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Capital Financial Services's DFAC Position: Q4 2022 in Review

Capital Financial Services increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 65% in Q4 2022, buying an estimated $148K and bringing the position to 15,435 shares worth $375K. The position accounts for 0.52% of the portfolio, ranked #49.

Capital Financial Services first reported a position in DFAC in Q3 2022 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold DFAC as of Q4 2022.

  • Capital Financial Services held 15,435 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $375K as of Q4 2022.
  • Capital Financial Services bought 6,100 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2022, an estimated $148K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.52% of Capital Financial Services's portfolio in Q4 2022, its #49 holding.
  • Capital Financial Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2022 and has held it in 2 quarters since.
  • 618 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.