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Martin Worley Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Martin Worley 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
2025
Q2 		$210K Sell
5,848
-9,773
-63% -$326K 0.1% 88
2025
Q1 		$515K Sell
15,621
-1,512
-9% -$52.5K 0.29% 60
2024
Q4 		$593K Buy
+17,133
New +$603K 0.37% 56

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Martin Worley Group's DFAC Position: Q2 2025 in Review

Martin Worley Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 63% in Q2 2025, selling an estimated $326K and leaving 5,848 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #88.

Martin Worley Group first reported a position in DFAC in Q4 2024 and has held it in 3 quarters since. The position peaked at $593K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Martin Worley Group held 5,848 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $210K as of Q2 2025.
  • Martin Worley Group sold 9,773 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2025, an estimated $326K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.1% of Martin Worley Group's portfolio in Q2 2025, its #88 holding.
  • Martin Worley Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $593K in Q4 2024.
  • 1,029 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.