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

SVB Wealth’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
Q1 		– Sell
-16,694
Closed -$405K – 1028
2022
Q4 		$405K Buy
16,694
+2,159
+15% +$52.5K 0.01% 621
2022
Q3 		$323K Buy
14,535
+1
+0% +$25 ﹤0.01% 670
2022
Q2 		$339K Buy
+14,534
New +$368K 0.01% 532

Other funds holding DFAC

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

SVB Wealth's DFAC Position: Q1 2023 in Review

SVB Wealth sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2023, closing a stake of 16,694 shares — an estimated $405K sold.

SVB Wealth first reported a position in DFAC in Q2 2022 and held it in 3 quarters. The position peaked at $405K in Q4 2022. 650 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

  • SVB Wealth reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2023 after selling out during the quarter.
  • SVB Wealth sold 16,694 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2023, an estimated $405K.
  • SVB Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and held it in 3 quarters.
  • SVB Wealth's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $405K in Q4 2022.
  • 650 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.