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Mariner Independent Advisor Network’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$11.7M Sell
526,619
-1,518
-0.3% -$37.3K 0.5% 46
2022
Q2 		$12.5M Buy
528,137
+66,963
+15% +$1.7M 0.53% 38
2022
Q1 		$12.6M Buy
461,174
+72,916
+19% +$2M 0.49% 46
2021
Q4 		$11.3M Buy
388,258
+300,519
+343% +$8.48M 0.53% 37
2021
Q3 		$2.36M Hold
87,739
– – 0.12% 201
2021
Q2 		$2.37M Buy
+87,739
New +$2.33M 0.11% 214

Other funds holding DFAC

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mariner Independent Advisor Network's DFAC Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.29% in Q3 2022, selling an estimated $37.3K and leaving 526,619 shares worth $11.7M. The position accounts for 0.5% of the portfolio, ranked #46.

Mariner Independent Advisor Network first reported a position in DFAC in Q2 2021 and has held it in 6 quarters since. The position peaked at $12.6M in Q1 2022. 546 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • Mariner Independent Advisor Network held 526,619 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $11.7M as of Q3 2022.
  • Mariner Independent Advisor Network sold 1,518 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2022, an estimated $37.3K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.5% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #46 holding.
  • Mariner Independent Advisor Network first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 6 quarters since.
  • Mariner Independent Advisor Network's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $12.6M in Q1 2022.
  • 546 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.