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Northwest Investment Counselors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Northwest Investment Counselors’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 		– Sell
-1,644
Closed -$38K – 517
2022
Q2 		$38K Hold
1,644
– – 0.01% 241
2022
Q1 		$45K Hold
1,644
– – 0.01% 240
2021
Q4 		$48K Buy
+1,644
New +$46.4K 0.01% 233

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

Northwest Investment Counselors's DFAC Position: Q3 2022 in Review

Northwest Investment Counselors sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2022, closing a stake of 1,644 shares — an estimated $38K sold.

Northwest Investment Counselors first reported a position in DFAC in Q4 2021 and held it in 3 quarters. The position peaked at $48K in Q4 2021. 546 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • Northwest Investment Counselors reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2022 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,644 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2022, an estimated $38K.
  • Northwest Investment Counselors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and held it in 3 quarters.
  • Northwest Investment Counselors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $48K in Q4 2021.
  • 546 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2022.

Based on Northwest Investment Counselors's 13F filing for Q3 2022, filed 28 Oct 2022.