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

Falcon Wealth Planning’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
-20,049
Closed -$519K – 79
2021
Q3 		$519K Buy
+20,049
New +$545K 0.2% 43

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

Falcon Wealth Planning's DFAC Position: Q4 2021 in Review

Falcon Wealth Planning sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2021, closing a stake of 20,049 shares — an estimated $519K sold.

Falcon Wealth Planning first reported a position in DFAC in Q3 2021 and held it in 1 quarter. The position peaked at $519K in Q3 2021. 508 funds tracked by Wall St. Rank hold DFAC as of Q4 2021.

  • Falcon Wealth Planning reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q4 2021 after selling out during the quarter.
  • Falcon Wealth Planning sold 20,049 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2021, an estimated $519K.
  • Falcon Wealth Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and held it in 1 quarter.
  • Falcon Wealth Planning's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $519K 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 Falcon Wealth Planning's 13F filing for Q4 2021, filed 24 Jan 2022.