CFA
DFAC icon

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

Carroll Financial Associates’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
2021
Q4 		$9K Hold
310
– – ﹤0.01% 1190
2021
Q3 		$8K Buy
+310
New +$8.42K ﹤0.01% 1272

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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Carroll Financial Associates's DFAC Position: Q4 2021 in Review

Carroll Financial Associates held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q4 2021 at 310 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Carroll Financial Associates first reported a position in DFAC in Q3 2021 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold DFAC as of Q4 2021.

  • Carroll Financial Associates held 310 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $9K as of Q4 2021.
  • Carroll Financial Associates left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q4 2021.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1190 holding.
  • Carroll Financial Associates first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.