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Marquette Asset Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Marquette Asset 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 		– Sell
-1,306
Closed -$36K – 325
2022
Q1 		$36K Hold
1,306
– – 0.01% 206
2021
Q4 		$38K Hold
1,306
– – 0.01% 203
2021
Q3 		$35K Buy
+1,306
New +$35.5K 0.01% 195

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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Marquette Asset Management's DFAC Position: Q2 2022 in Review

Marquette Asset Management sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2022, closing a stake of 1,306 shares — an estimated $36K sold.

Marquette Asset Management first reported a position in DFAC in Q3 2021 and held it in 3 quarters. The position peaked at $38K in Q4 2021. 550 funds tracked by Wall St. Rank hold DFAC as of Q2 2022.

  • Marquette Asset Management reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2022 after selling out during the quarter.
  • Marquette Asset Management sold 1,306 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2022, an estimated $36K.
  • Marquette Asset Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and held it in 3 quarters.
  • Marquette Asset Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $38K in Q4 2021.
  • 550 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2022.

Based on Marquette Asset Management's 13F filing for Q2 2022, filed 15 Jul 2022.