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ORG Wealth Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

ORG Wealth Partners’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
Q4 		– Sell
-26
Closed -$1K – 615
2025
Q3 		$1K Buy
+26
New +$970 ﹤0.01% 579

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FFM
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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
GA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

ORG Wealth Partners's DFAC Position: Q4 2025 in Review

ORG Wealth Partners sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2025, closing a stake of 26 shares — an estimated $1K sold.

ORG Wealth Partners first reported a position in DFAC in Q3 2025 and held it in 1 quarter. The position peaked at $1K in Q3 2025. 1,160 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • ORG Wealth Partners reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 26 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2025, an estimated $1K.
  • ORG Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2025 and held it in 1 quarter.
  • ORG Wealth Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1K in Q3 2025.
  • 1,160 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.