VAMG
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Voisard Asset Management Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Voisard Asset Management Group’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 		– Sell
-682
Closed -$23.4K – 218
2024
Q3 		$23.4K Hold
682
– – 0.01% 244
2024
Q2 		$22K Hold
682
– – 0.01% 211
2024
Q1 		$21.8K Hold
682
– – 0.01% 189
2023
Q4 		$19.9K Buy
+682
New +$18.5K 0.01% 200

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
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

Voisard Asset Management Group's DFAC Position: Q4 2024 in Review

Voisard Asset Management Group sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2024, closing a stake of 682 shares — an estimated $23.4K sold.

Voisard Asset Management Group first reported a position in DFAC in Q4 2023 and held it in 4 quarters. The position peaked at $23.4K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Voisard Asset Management Group reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 682 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2024, an estimated $23.4K.
  • Voisard Asset Management Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $23.4K in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.