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Crestwood Advisors Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Crestwood Advisors Group’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
Q4 		– Sell
-11,193
Closed -$432K – 698
2025
Q3 		$432K Hold
11,193
– – 0.01% 387
2025
Q2 		$401K Sell
11,193
-1,941
-15% -$64.8K 0.01% 384
2025
Q1 		$433K Sell
13,134
-270
-2% -$9.37K 0.01% 365
2024
Q4 		$464K Sell
13,404
-412
-3% -$14.5K 0.01% 318
2024
Q3 		$474K Sell
13,816
-1,457
-10% -$48.1K 0.01% 298
2024
Q2 		$492K Sell
15,273
-2,543
-14% -$80.2K 0.01% 280
2024
Q1 		$569K Buy
+17,816
New +$538K 0.01% 258

Other funds holding DFAC

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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Crestwood Advisors Group's DFAC Position: Q4 2025 in Review

Crestwood Advisors Group sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2025, closing a stake of 11,193 shares — an estimated $432K sold.

Crestwood Advisors Group first reported a position in DFAC in Q1 2024 and held it in 7 quarters. The position peaked at $569K in Q1 2024. 1,160 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Crestwood Advisors Group reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 11,193 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2025, an estimated $432K.
  • Crestwood Advisors Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and held it in 7 quarters.
  • Crestwood Advisors Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $569K in Q1 2024.
  • 1,160 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2025.

Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.