SWM
DFAC icon

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

Southern Wealth 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
Q1 		– Sell
-11,966
Closed -$347K – 58
2021
Q4 		$347K Hold
11,966
– – 0.14% 49
2021
Q3 		$318K Hold
11,966
– – 0.09% 53
2021
Q2 		$327K Buy
+11,966
New +$318K 0.09% 52

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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Southern Wealth Management's DFAC Position: Q1 2022 in Review

Southern Wealth Management sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2022, closing a stake of 11,966 shares — an estimated $347K sold.

Southern Wealth Management first reported a position in DFAC in Q2 2021 and held it in 3 quarters. The position peaked at $347K in Q4 2021. 462 funds tracked by Wall St. Rank hold DFAC as of Q1 2022.

  • Southern Wealth Management reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2022 after selling out during the quarter.
  • Southern Wealth Management sold 11,966 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2022, an estimated $347K.
  • Southern Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and held it in 3 quarters.
  • Southern Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $347K in Q4 2021.
  • 462 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2022.

Based on Southern Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.