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

WealthPLAN Partners’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
-3,278
Closed -$89K – 485
2023
Q2 		$89K Hold
3,278
– – 0.01% 418
2023
Q1 		$83.5K Buy
+3,278
New +$83K 0.01% 463

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BSW
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Mercer Global Advisors
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LPL Financial
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PL
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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

WealthPLAN Partners's DFAC Position: Q3 2023 in Review

WealthPLAN Partners sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2023, closing a stake of 3,278 shares — an estimated $89K sold.

WealthPLAN Partners first reported a position in DFAC in Q1 2023 and held it in 2 quarters. The position peaked at $89K in Q2 2023. 688 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

  • WealthPLAN Partners reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,278 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2023, an estimated $89K.
  • WealthPLAN Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $89K 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 WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.