Miller Equity Capital Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Miller Equity Capital Advisors’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	–	Sell	-25,955	Closed	-$898K	–	16
2024 Q4	$898K	Buy	25,955 +4,535	+21%	+$160K	0.34%	44
2024 Q3	$734K	Buy	21,420 +1,650	+8%	+$54.5K	0.29%	45
2024 Q2	$637K	Buy	19,770 +8,515	+76%	+$269K	0.27%	45
2024 Q1	$360K	Buy	+11,255	New	+$340K	0.15%	48

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 $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 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Miller Equity Capital Advisors's DFAC Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2025, closing a stake of 25,955 shares — an estimated $898K sold.

Miller Equity Capital Advisors first reported a position in DFAC in Q1 2024 and held it in 4 quarters. The position peaked at $898K in Q4 2024. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

Miller Equity Capital Advisors reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 25,955 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2025, an estimated $898K.
Miller Equity Capital Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and held it in 4 quarters.
Miller Equity Capital Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $898K 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 Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.