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Prosperity Financial Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Prosperity Financial Group’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
2023
Q3 		– Sell
-11,460
Closed -$311K – 120
2023
Q2 		$311K Buy
+11,460
New +$295K 0.27% 85

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Prosperity Financial Group's DFAC Position: Q3 2023 in Review

Prosperity Financial Group sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2023, closing a stake of 11,460 shares — an estimated $311K sold.

Prosperity Financial Group first reported a position in DFAC in Q2 2023 and held it in 1 quarter. The position peaked at $311K in Q2 2023. 688 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

  • Prosperity Financial Group reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 11,460 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2023, an estimated $311K.
  • Prosperity Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2023 and held it in 1 quarter.
  • Prosperity Financial Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $311K in Q2 2023.
  • 688 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.