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

Redmont Wealth 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
Q4 		$6.69K Hold
169
– – 0.01% 219
2025
Q3 		$6.52K Hold
169
– – 0.01% 225
2025
Q2 		$6.06K Hold
169
– – 0.01% 229
2025
Q1 		$5.58K Buy
+169
New +$5.87K 0.01% 126
2024
Q4 		– Sell
-169
Closed -$5.79K – 129
2024
Q3 		$5.79K Buy
+169
New +$5.58K 0.01% 239

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
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

Redmont Wealth Advisors's DFAC Position: Q4 2025 in Review

Redmont Wealth Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q4 2025 at 169 shares worth $6.69K. The position accounts for 0.01% of the portfolio, ranked #219.

Redmont Wealth Advisors first reported a position in DFAC in Q3 2024 and has held it in 5 quarters since. 1,160 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Redmont Wealth Advisors held 169 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $6.69K as of Q4 2025.
  • Redmont Wealth Advisors left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q4 2025.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #219 holding.
  • Redmont Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 5 quarters since.
  • 1,160 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.