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

Kingfisher Capital’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
Q3 		$884K Buy
25,782
+12,648
+96% +$418K 0.2% 98
2024
Q2 		$423K Buy
+13,134
New +$414K 0.1% 123

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Plancorp LLC
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
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Kingfisher Capital's DFAC Position: Q3 2024 in Review

Kingfisher Capital increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 96% in Q3 2024, buying an estimated $418K and bringing the position to 25,782 shares worth $884K. The position accounts for 0.2% of the portfolio, ranked #98.

Kingfisher Capital first reported a position in DFAC in Q2 2024 and has held it in 2 quarters since. 860 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • Kingfisher Capital held 25,782 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $884K as of Q3 2024.
  • Kingfisher Capital bought 12,648 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2024, an estimated $418K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.2% of Kingfisher Capital's portfolio in Q3 2024, its #98 holding.
  • Kingfisher Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 2 quarters since.
  • 860 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.