This article first appeared on GuruFocus. U.S. Core Equity 2 Portfolio-ETF Class Shares (DFAC) was a net seller in last Thursday's ETF activity, with $270.5 million in gross trades and $108.7 million in net selling against $85.62 billion in assets. DFAC increased 421 positions and decreased 28. What did DFAC buy on Thursday? Is DFAC fairly valued? Test your thesis with our free DCF calculator. Its largest buys by dollar value were DOW ($4.3 million), IP ($3.9 million) and AMZN ($3.8 million). Stock Shares changed Value Position DOW INC COMMON STOCK USD.01 (DOW) +133,134 $4.3M 0.06% of fund INTERNATIONAL PAPER CO COMMON STOCK USD1.0 (IP) +112,604 $3.9M 0.05% of fund AMAZON.COM INC COMMON STOCK USD.01 (AMZN) +14,553 $3.8M 2.
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