Lake Point Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Lake Point Wealth 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
2022 Q2	$17.1M	Buy	+732,268	New	+$18.5M	9.69%	4

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 $445B AUM 25.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Lake Point Wealth Management's DFAC Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2022: 732,268 shares worth $17.1M. The stake represents 9.69% of the portfolio and ranks #4 among its holdings.

550 funds tracked by Wall St. Rank hold DFAC as of Q2 2022.

Lake Point Wealth Management held 732,268 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $17.1M as of Q2 2022.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Lake Point Wealth Management position in Q2 2022.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 9.69% of Lake Point Wealth Management's portfolio in Q2 2022, its #4 holding.
550 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.