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Legacy Investment Solutions’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Legacy Investment Solutions’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 		$2.13K Sell
60
-60
-50% -$2.11K ﹤0.01% 490
2024
Q3 		$4.3K Buy
+120
New +$3.96K ﹤0.01% 404

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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 $79.5B AUM 27.1% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Legacy Investment Solutions's DFAC Position: Q4 2024 in Review

Legacy Investment Solutions reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 50% in Q4 2024, selling an estimated $2.11K and leaving 60 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Legacy Investment Solutions first reported a position in DFAC in Q3 2024 and has held it in 2 quarters since. The position peaked at $4.3K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Legacy Investment Solutions held 60 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.13K as of Q4 2024.
  • Legacy Investment Solutions sold 60 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2024, an estimated $2.11K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #490 holding.
  • Legacy Investment Solutions 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.
  • Legacy Investment Solutions's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $4.3K in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.