New Potomac Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

New Potomac Partners’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 Q3	$267K	Hold	7,780	–	–	0.14%	78
2024 Q2	$251K	Hold	7,780	–	–	0.14%	78
2024 Q1	$249K	Hold	7,780	–	–	0.14%	80
2023 Q4	$227K	Hold	7,780	–	–	0.14%	82
2023 Q3	$204K	Hold	7,780	–	–	0.14%	73
2023 Q2	$211K	Buy	+7,780	New	+$201K	0.14%	72
2023 Q1	–	Sell	-8,780	Closed	-$213K	–	70
2022 Q4	$213K	Buy	+8,780	New	+$214K	0.16%	71

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RWM

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

New Potomac Partners's DFAC Position: Q3 2024 in Review

New Potomac Partners held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2024 at 7,780 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #78.

New Potomac Partners first reported a position in DFAC in Q4 2022 and has held it in 7 quarters since. 860 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

New Potomac Partners held 7,780 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $267K as of Q3 2024.
New Potomac Partners left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2024.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.14% of New Potomac Partners's portfolio in Q3 2024, its #78 holding.
New Potomac Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 7 quarters since.
860 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.