LF
DFAC icon

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

Lee 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
2024
Q1 		– Sell
-1,581
Closed -$46.2K – 319
2023
Q4 		$46.2K Hold
1,581
– – 0.01% 244
2023
Q3 		$41.4K Hold
1,581
– – 0.01% 240
2023
Q2 		$42.9K Buy
1,581
+919
+139% +$23.7K 0.01% 234
2023
Q1 		$16.9K Buy
+662
New +$16.8K ﹤0.01% 336

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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Lee Financial's DFAC Position: Q1 2024 in Review

Lee Financial sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2024, closing a stake of 1,581 shares — an estimated $46.2K sold.

Lee Financial first reported a position in DFAC in Q1 2023 and held it in 4 quarters. The position peaked at $46.2K in Q4 2023. 803 funds tracked by Wall St. Rank hold DFAC as of Q1 2024.

  • Lee Financial reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,581 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2024, an estimated $46.2K.
  • Lee Financial first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and held it in 4 quarters.
  • Lee Financial's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $46.2K 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 Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.