Kades & Cheifetz’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2024: 28,565 shares worth $988K. The stake represents 0.51% of the portfolio and ranks #45 among its holdings.

1,000 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

Kades & Cheifetz held 28,565 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $988K as of Q4 2024.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Kades & Cheifetz position in Q4 2024.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.51% of Kades & Cheifetz's portfolio in Q4 2024, its #45 holding.
1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

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