Nicolet Advisory Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Nicolet Advisory Services's DFAC Position: Q4 2025 in Review
Nicolet Advisory Services reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 19% in Q4 2025, selling an estimated $839K and leaving 89,230 shares worth $3.63M. The position accounts for 0.24% of the portfolio, ranked #58.
Nicolet Advisory Services first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.55M in Q4 2021. 1,162 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.
- Nicolet Advisory Services held 89,230 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.63M as of Q4 2025.
- Nicolet Advisory Services sold 21,488 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2025, an estimated $839K.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.24% of Nicolet Advisory Services's portfolio in Q4 2025, its #58 holding.
- Nicolet Advisory Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 18 quarters since.
- Nicolet Advisory Services's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $5.55M in Q4 2021.
- 1,162 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2025.
Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.