CBFP
DFAC icon

Cedar Brook Financial Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-21,560
Closed -$689K – 105
2024
Q1 		$689K Buy
21,560
+1,839
+9% +$55.5K 0.14% 165
2023
Q4 		$571K Sell
19,721
-655
-3% -$17.7K 0.13% 172
2023
Q3 		$534K Sell
20,376
-703
-3% -$19.2K 0.14% 163
2023
Q2 		$572K Buy
21,079
+649
+3% +$16.7K 0.14% 158
2023
Q1 		$521K Buy
20,430
+49
+0.2% +$1.24K 0.13% 175
2022
Q4 		$495K Sell
20,381
-3,697
-15% -$89.9K 0.14% 174
2022
Q3 		$535K Buy
24,078
+3,879
+19% +$95.2K 0.17% 152
2022
Q2 		$471K Sell
20,199
-250
-1% -$6.33K 0.15% 174
2022
Q1 		$564K Sell
20,449
-375
-2% -$10.3K 0.15% 165
2021
Q4 		$603K Sell
20,824
-317
-1% -$8.95K 0.15% 160
2021
Q3 		$562K Sell
21,141
-1,308
-6% -$35.5K 0.17% 151
2021
Q2 		$606K Buy
+22,449
New +$597K 0.18% 147

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

Cedar Brook Financial Partners's DFAC Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2024, closing a stake of 21,560 shares — an estimated $689K sold.

Cedar Brook Financial Partners first reported a position in DFAC in Q2 2021 and held it in 12 quarters. The position peaked at $689K in Q1 2024. 828 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 21,560 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2024, an estimated $689K.
  • Cedar Brook Financial Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and held it in 12 quarters.
  • Cedar Brook Financial Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $689K in Q1 2024.
  • 828 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.