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

IMS Capital 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
2024
Q1 		– Sell
-7,706
Closed -$225K – 148
2023
Q4 		$225K Buy
+7,706
New +$209K 0.11% 137

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FFM
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BSW
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LPL Financial
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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
PL
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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

IMS Capital Management's DFAC Position: Q1 2024 in Review

IMS Capital Management sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2024, closing a stake of 7,706 shares — an estimated $225K sold.

IMS Capital Management first reported a position in DFAC in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 803 funds tracked by Wall St. Rank hold DFAC as of Q1 2024.

  • IMS Capital Management reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • IMS Capital Management sold 7,706 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2024, an estimated $225K.
  • IMS Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and held it in 1 quarter.
  • IMS Capital Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $225K in Q4 2023.
  • 803 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2024.

Based on IMS Capital Management's 13F filing for Q1 2024, filed 13 Jun 2024.