TAP Consulting’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

TAP Consulting’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
2024 Q4	$207K	Hold	5,988	–	–	0.04%	150
2024 Q3	$205K	Buy	+5,988	New	+$198K	0.04%	152
2022 Q1	–	Sell	-2,358	Closed	-$68K	–	240
2021 Q4	$68K	Buy	+2,358	New	+$66.5K	0.02%	221
2021 Q3	–	Sell	-12,689	Closed	-$342K	–	136
2021 Q2	$342K	Buy	+12,689	New	+$337K	0.1%	106

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

TAP Consulting's DFAC Position: Q4 2024 in Review

TAP Consulting held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q4 2024 at 5,988 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #150.

TAP Consulting first reported a position in DFAC in Q2 2021 and has held it in 4 quarters since. The position peaked at $342K in Q2 2021. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

TAP Consulting held 5,988 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $207K as of Q4 2024.
TAP Consulting left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q4 2024.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of TAP Consulting's portfolio in Q4 2024, its #150 holding.
TAP Consulting first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 4 quarters since.
TAP Consulting's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $342K in Q2 2021.
1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.