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Johnson Financial Group Inc (Wisconsin)’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-211
Closed -$7.24K – 872
2024
Q3 		$7.24K Buy
+211
New +$6.97K ﹤0.01% 731
2023
Q3 		– Sell
-1,463
Closed -$39.7K – 647
2023
Q2 		$39.7K Buy
+1,463
New +$37.7K ﹤0.01% 429

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Johnson Financial Group Inc (Wisconsin)'s DFAC Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2024, closing a stake of 211 shares — an estimated $7.24K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DFAC in Q2 2023 and held it in 2 quarters. The position peaked at $39.7K in Q2 2023. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 211 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2024, an estimated $7.24K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2023 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $39.7K in Q2 2023.
  • 1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.