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Boston Financial Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Boston Financial Management’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
Q4 		$496K Hold
14,342
– – 0.02% 241
2024
Q3 		$492K Hold
14,342
– – 0.01% 240
2024
Q2 		$462K Buy
+14,342
New +$452K 0.01% 245

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
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Boston Financial Management's DFAC Position: Q4 2024 in Review

Boston Financial Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q4 2024 at 14,342 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #241.

Boston Financial Management first reported a position in DFAC in Q2 2024 and has held it in 3 quarters since. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Boston Financial Management held 14,342 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $496K as of Q4 2024.
  • Boston Financial Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q4 2024.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #241 holding.
  • Boston Financial Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 3 quarters since.
  • 1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.