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

FourThought Financial’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 Q3	$34K	Hold	1,514	–	–	0.01%	723
2022 Q2	$35K	Hold	1,514	–	–	0.01%	709
2022 Q1	$42K	Buy	+1,514	New	+$41.4K	0.01%	715

Other funds holding DFAC

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

FourThought Financial's DFAC Position: Q3 2022 in Review

FourThought Financial held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2022 at 1,514 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #723.

FourThought Financial first reported a position in DFAC in Q1 2022 and has held it in 3 quarters since. The position peaked at $42K in Q1 2022. 547 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

FourThought Financial held 1,514 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $34K as of Q3 2022.
FourThought Financial left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2022.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #723 holding.
FourThought Financial first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2022 and has held it in 3 quarters since.
FourThought Financial's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $42K in Q1 2022.
547 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.