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

Fairhaven 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
2024
Q4 		$219K Buy
+6,325
New +$223K 0.07% 106

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Fairhaven Wealth Management's DFAC Position: Q4 2024 in Review

Fairhaven Wealth Management opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2024: 6,325 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings.

1,002 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Fairhaven Wealth Management held 6,325 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $219K as of Q4 2024.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Fairhaven Wealth Management position in Q4 2024.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.07% of Fairhaven Wealth Management's portfolio in Q4 2024, its #106 holding.
  • 1,002 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.