Surevest’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Surevest's DFAC Position: Q3 2022 in Review
Surevest held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2022 at 15,757 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #118.
Surevest first reported a position in DFAC in Q4 2021 and has held it in 3 quarters since. The position peaked at $367K in Q2 2022. 546 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.
- Surevest held 15,757 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $350K as of Q3 2022.
- Surevest left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2022.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.1% of Surevest's portfolio in Q3 2022, its #118 holding.
- Surevest first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 3 quarters since.
- Surevest's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $367K in Q2 2022.
- 546 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2022.
Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.