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

Hidden Cove 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
Q2 		– Sell
-9,525
Closed -$314K – 76
2025
Q1 		$314K Hold
9,525
– – 0.25% 43
2024
Q4 		$329K Buy
+9,525
New +$335K 0.27% 38

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Focus Partners Wealth
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FFM
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LPL Financial
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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
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SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Hidden Cove Wealth Management's DFAC Position: Q2 2025 in Review

Hidden Cove Wealth Management sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2025, closing a stake of 9,525 shares — an estimated $314K sold.

Hidden Cove Wealth Management first reported a position in DFAC in Q4 2024 and held it in 2 quarters. The position peaked at $329K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Hidden Cove Wealth Management reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Hidden Cove Wealth Management sold 9,525 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2025, an estimated $314K.
  • Hidden Cove Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and held it in 2 quarters.
  • Hidden Cove Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $329K in Q4 2024.
  • 1,029 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2025.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.