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

Wintrust Investments’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
2024
Q3 		– Sell
-11,521
Closed -$371K – 504
2024
Q2 		$371K Buy
+11,521
New +$363K 0.03% 341

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Wintrust Investments's DFAC Position: Q3 2024 in Review

Wintrust Investments sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2024, closing a stake of 11,521 shares — an estimated $371K sold.

Wintrust Investments first reported a position in DFAC in Q2 2024 and held it in 1 quarter. The position peaked at $371K in Q2 2024. 860 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • Wintrust Investments reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Wintrust Investments sold 11,521 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2024, an estimated $371K.
  • Wintrust Investments first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and held it in 1 quarter.
  • Wintrust Investments's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $371K in Q2 2024.
  • 860 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.