CWM
DFAC icon

Cornerstone Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cornerstone Wealth Management’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
Q1 		– Sell
-10,988
Closed -$318K – 478
2021
Q4 		$318K Buy
+10,988
New +$310K 0.03% 377

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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cornerstone Wealth Management's DFAC Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2022, closing a stake of 10,988 shares — an estimated $318K sold.

Cornerstone Wealth Management first reported a position in DFAC in Q4 2021 and held it in 1 quarter. The position peaked at $318K in Q4 2021. 462 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Cornerstone Wealth Management reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,988 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2022, an estimated $318K.
  • Cornerstone Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and held it in 1 quarter.
  • Cornerstone Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $318K in Q4 2021.
  • 462 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.