Lane & Associates’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Lane & Associates’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
2025 Q1	$1.18M	Buy	35,848 +2,446	+7%	+$84.9K	0.64%	37
2024 Q4	$1.19M	Buy	33,402 +2,645	+9%	+$93.2K	0.62%	35
2024 Q3	$1.05M	Buy	30,757 +1,104	+4%	+$36.5K	0.57%	39
2024 Q2	$956K	Sell	29,653 -217	-0.7%	-$6.84K	0.56%	41
2024 Q1	$954K	Buy	29,870 +2,235	+8%	+$67.5K	0.6%	41
2023 Q4	$808K	Buy	27,635 +4,034	+17%	+$109K	0.59%	43
2023 Q3	$618K	Buy	23,601 +1,937	+9%	+$52.9K	0.5%	45
2023 Q2	$588K	Buy	21,664 +1,735	+9%	+$44.7K	0.47%	45
2023 Q1	$508K	Buy	19,929 +3,014	+18%	+$76.4K	0.45%	47
2022 Q4	$411K	Buy	+16,915	New	+$411K	0.39%	55

Other funds holding DFAC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

Lane & Associates's DFAC Position: Q1 2025 in Review

Lane & Associates increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 7.3% in Q1 2025, buying an estimated $84.9K and bringing the position to 35,848 shares worth $1.18M. The position accounts for 0.64% of the portfolio, ranked #37.

Lane & Associates first reported a position in DFAC in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2024. 1,003 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

Lane & Associates held 35,848 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.18M as of Q1 2025.
Lane & Associates bought 2,446 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2025, an estimated $84.9K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.64% of Lane & Associates's portfolio in Q1 2025, its #37 holding.
Lane & Associates first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.19M in Q4 2024.
1,003 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.