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Mosaic Family Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Mosaic Family Wealth’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
2021
Q4 		$257K Hold
8,882
– – 0.07% 149
2021
Q3 		$236K Buy
+8,882
New +$241K 0.07% 153

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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Mosaic Family Wealth's DFAC Position: Q4 2021 in Review

Mosaic Family Wealth held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q4 2021 at 8,882 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #149.

Mosaic Family Wealth first reported a position in DFAC in Q3 2021 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold DFAC as of Q4 2021.

  • Mosaic Family Wealth held 8,882 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $257K as of Q4 2021.
  • Mosaic Family Wealth left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q4 2021.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.07% of Mosaic Family Wealth's portfolio in Q4 2021, its #149 holding.
  • Mosaic Family Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.