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Dubuque Bank & Trust’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Dubuque Bank & Trust’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 		– Sell
-16,083
Closed -$427K – 264
2021
Q3 		$427K Buy
+16,083
New +$437K 0.05% 164

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

Dubuque Bank & Trust's DFAC Position: Q4 2021 in Review

Dubuque Bank & Trust sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2021, closing a stake of 16,083 shares — an estimated $427K sold.

Dubuque Bank & Trust first reported a position in DFAC in Q3 2021 and held it in 1 quarter. The position peaked at $427K in Q3 2021. 508 funds tracked by Wall St. Rank hold DFAC as of Q4 2021.

  • Dubuque Bank & Trust reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q4 2021 after selling out during the quarter.
  • Dubuque Bank & Trust sold 16,083 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2021, an estimated $427K.
  • Dubuque Bank & Trust first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and held it in 1 quarter.
  • Dubuque Bank & Trust's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $427K in Q3 2021.
  • 508 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2021.

Based on Dubuque Bank & Trust's 13F filing for Q4 2021, filed 28 Jan 2022.