CCP
DFAC icon

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

Carmel Capital Partners’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
Q2 		– Sell
-20,939
Closed -$577K – 117
2022
Q1 		$577K Hold
20,939
– – 0.48% 59
2021
Q4 		$607K Buy
+20,939
New +$591K 0.45% 56

Other funds holding DFAC

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Carmel Capital Partners's DFAC Position: Q2 2022 in Review

Carmel Capital Partners sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2022, closing a stake of 20,939 shares — an estimated $577K sold.

Carmel Capital Partners first reported a position in DFAC in Q4 2021 and held it in 2 quarters. The position peaked at $607K in Q4 2021. 550 funds tracked by Wall St. Rank hold DFAC as of Q2 2022.

  • Carmel Capital Partners reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2022 after selling out during the quarter.
  • Carmel Capital Partners sold 20,939 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2022, an estimated $577K.
  • Carmel Capital Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and held it in 2 quarters.
  • Carmel Capital Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $607K in Q4 2021.
  • 550 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2022.

Based on Carmel Capital Partners's 13F filing for Q2 2022, filed 11 Jul 2022.