Kades & Cheifetz’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kades & Cheifetz’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	$988K	Buy	+28,565	New	+$1.01M	0.51%	45

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Kades & Cheifetz's DFAC Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q4 2024: 28,565 shares worth $988K. The stake represents 0.51% of the portfolio and ranks #45 among its holdings.

998 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

Kades & Cheifetz held 28,565 shares of Dimensional US Core Equity 2 ETF worth $988K as of Q4 2024.
Dimensional US Core Equity 2 ETF was a new Kades & Cheifetz position in Q4 2024.
Dimensional US Core Equity 2 ETF made up 0.51% of Kades & Cheifetz's portfolio in Q4 2024, its #45 holding.
998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.