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

Cahill Wealth 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
2025 Q1	$20.8M	Buy	630,822 +78,977	+14%	+$2.74M	10.59%	2
2024 Q4	$19.1M	Buy	551,845 +38,510	+8%	+$1.36M	9.74%	2
2024 Q3	$17.6M	Buy	513,335 +25,061	+5%	+$828K	9.08%	2
2024 Q2	$15.7M	Buy	488,274 +41,982	+9%	+$1.32M	9.39%	2
2024 Q1	$14.3M	Buy	446,292 +24,217	+6%	+$731K	8.3%	2
2023 Q4	$12.3M	Buy	422,075 +48,029	+13%	+$1.3M	8.3%	2
2023 Q3	$9.8M	Buy	374,046 +48,627	+15%	+$1.33M	7.52%	2
2023 Q2	$8.84M	Buy	325,419 +14,331	+5%	+$369K	6.1%	3
2023 Q1	$7.93M	Buy	311,088 +11,295	+4%	+$286K	5.85%	3
2022 Q4	$7.89M	Buy	299,793 +185,143	+161%	+$4.5M	5.74%	4
2022 Q3	$2.55M	Buy	114,650 +47,501	+71%	+$1.17M	2.28%	9
2022 Q2	$1.56M	Buy	67,149 +59,801	+814%	+$1.51M	1.32%	12
2022 Q1	$202K	Buy	+7,348	New	+$201K	0.15%	40

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cahill Wealth Management's DFAC Position: Q1 2025 in Review

Cahill Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 14% in Q1 2025, buying an estimated $2.74M and bringing the position to 630,822 shares worth $20.8M. The position accounts for 10.59% of the portfolio, ranked #2.

Cahill Wealth Management first reported a position in DFAC in Q1 2022 and has held it in 13 quarters since. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

Cahill Wealth Management held 630,822 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $20.8M as of Q1 2025.
Cahill Wealth Management bought 78,977 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2025, an estimated $2.74M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 10.59% of Cahill Wealth Management's portfolio in Q1 2025, its #2 holding.
Cahill Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2022 and has held it in 13 quarters since.
1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.