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Kohmann Bosshard Financial Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Kohmann Bosshard Financial Services’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
2026
Q1 		– Sell
-3,363
Closed -$133K – 302
2025
Q4 		$133K Buy
+3,363
New +$131K 0.01% 349
2025
Q1 		– Sell
-3,363
Closed -$116K – 408
2024
Q4 		$116K Buy
+3,363
New +$118K 0.01% 238

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Kohmann Bosshard Financial Services's DFAC Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2026, closing a stake of 3,363 shares — an estimated $133K sold.

Kohmann Bosshard Financial Services first reported a position in DFAC in Q4 2024 and held it in 2 quarters. The position peaked at $133K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 3,363 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2026, an estimated $133K.
  • Kohmann Bosshard Financial Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $133K in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.