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

Valley Wealth Managers’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
Q4 		– Sell
-1,129
Closed -$29.6K – 352
2023
Q3 		$29.6K Buy
+1,129
New +$30.8K ﹤0.01% 241

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Valley Wealth Managers's DFAC Position: Q4 2023 in Review

Valley Wealth Managers sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2023, closing a stake of 1,129 shares — an estimated $29.6K sold.

Valley Wealth Managers first reported a position in DFAC in Q3 2023 and held it in 1 quarter. The position peaked at $29.6K in Q3 2023. 767 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

  • Valley Wealth Managers reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 1,129 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2023, an estimated $29.6K.
  • Valley Wealth Managers first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $29.6K in Q3 2023.
  • 767 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.