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

Criterion Capital Advisors’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
Q4 		$8.36M Hold
259,367
– – 5.26% 3
2024
Q3 		$8.36M Hold
259,367
– – 5.26% 3
2024
Q2 		$8.36M Buy
259,367
+56,430
+28% +$1.78M 5.26% 3
2024
Q1 		$6.48M Buy
202,937
+52,819
+35% +$1.59M 4.32% 3
2023
Q4 		$4.39M Buy
+150,118
New +$4.06M 3.19% 5

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Plancorp LLC
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
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Criterion Capital Advisors's DFAC Position: Q4 2024 in Review

Criterion Capital Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q4 2024 at 259,367 shares worth $8.36M. The position accounts for 5.26% of the portfolio, ranked #3.

Criterion Capital Advisors first reported a position in DFAC in Q4 2023 and has held it in 5 quarters since. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Criterion Capital Advisors held 259,367 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $8.36M as of Q4 2024.
  • Criterion Capital Advisors left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q4 2024.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 5.26% of Criterion Capital Advisors's portfolio in Q4 2024, its #3 holding.
  • Criterion Capital Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 5 quarters since.
  • 1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.