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Michael A Dubis Financial Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Michael A Dubis Financial Planning’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 		$1.15M Hold
34,921
– – 1.12% 16
2024
Q4 		$1.21M Buy
+34,921
New +$1.23M 1.17% 16

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Michael A Dubis Financial Planning's DFAC Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q1 2025 at 34,921 shares worth $1.15M. The position accounts for 1.12% of the portfolio, ranked #16.

Michael A Dubis Financial Planning first reported a position in DFAC in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.21M in Q4 2024. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • Michael A Dubis Financial Planning held 34,921 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.15M as of Q1 2025.
  • Michael A Dubis Financial Planning left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q1 2025.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.12% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #16 holding.
  • Michael A Dubis Financial Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.21M in Q4 2024.
  • 1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.