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Kiely Wealth Advisory Group’s Dimensional US Core Equity 2 ETF 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
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

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

Kiely Wealth Advisory Group increased its Dimensional US Core Equity 2 ETF (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. 998 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Kiely Wealth Advisory Group held 13,617 shares of Dimensional US Core Equity 2 ETF worth $487K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 5,078 Dimensional US Core Equity 2 ETF shares in Q4 2024, an estimated $179K.
  • Dimensional US Core Equity 2 ETF 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 Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2024.

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