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

Iron Horse 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	$3.44K	Hold	96	–	–	﹤0.01%	416
2025 Q1	$3.17K	Buy	96 +95	+9,500%	+$3.3K	﹤0.01%	413
2024 Q4	$0	Buy	+1	New	+$35	﹤0.01%	512
2022 Q3	–	Sell	-1,351	Closed	-$33.2K	–	176
2022 Q2	$31K	Buy	+1,351	New	+$34.2K	0.02%	81
2022 Q1	–	Sell	-1,351	Closed	-$39K	–	224
2021 Q4	$39K	Hold	1,351	–	–	0.02%	77
2021 Q3	$36K	Hold	1,351	–	–	0.02%	70
2021 Q2	$36K	Buy	+1,351	New	+$35.9K	0.02%	77

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Iron Horse Wealth Management's DFAC Position: Q2 2025 in Review

Iron Horse Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2025 at 96 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Iron Horse Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 7 quarters since. The position peaked at $39K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

Iron Horse Wealth Management held 96 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.44K as of Q2 2025.
Iron Horse Wealth Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2025.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #416 holding.
Iron Horse Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 7 quarters since.
Iron Horse Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $39K in Q4 2021.
1,029 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.