Kiely Wealth Advisory Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Kiely Wealth Advisory Group’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	$487K	Buy	13,617 +5,078	+59%	+$179K	0.31%	25
2024 Q3	$308K	Buy	+8,539	New	+$282K	0.19%	40

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 $96.6B AUM 22.52% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Kiely Wealth Advisory Group's DFAC Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 59% in Q4 2024, buying an estimated $179K and bringing the position to 13,617 shares worth $487K. The position accounts for 0.31% of the portfolio, ranked #25.

Kiely Wealth Advisory Group first reported a position in DFAC in Q3 2024 and has held it in 2 quarters since. 1,002 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

Kiely Wealth Advisory Group held 13,617 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $487K as of Q4 2024.
Kiely Wealth Advisory Group bought 5,078 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2024, an estimated $179K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.31% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #25 holding.
Kiely Wealth Advisory Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 2 quarters since.
1,002 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.