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

GDS 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 		– Sell
-15,806
Closed -$547K – 174
2024
Q4 		$547K Hold
15,806
– – 0.05% 107
2024
Q3 		$542K Buy
+15,806
New +$522K 0.05% 92

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

GDS Wealth Management sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2025, closing a stake of 15,806 shares — an estimated $547K sold.

GDS Wealth Management first reported a position in DFAC in Q3 2024 and held it in 2 quarters. The position peaked at $547K in Q4 2024. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • GDS Wealth Management reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2025 after selling out during the quarter.
  • GDS Wealth Management sold 15,806 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2025, an estimated $547K.
  • GDS Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and held it in 2 quarters.
  • GDS Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $547K in Q4 2024.
  • 1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2025.

Based on GDS Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.