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

Walden 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
2024
Q2 		$27.1M Sell
840,299
-2,538
-0.3% -$80K 15.12% 1
2024
Q1 		$26.4M Buy
842,837
+43,441
+5% +$1.31M 15.3% 1
2023
Q4 		$23.4M Buy
+799,396
New +$21.6M 14.71% 1

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
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Plancorp LLC
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
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Walden Wealth Partners's DFAC Position: Q2 2024 in Review

Walden Wealth Partners reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.3% in Q2 2024, selling an estimated $80K and leaving 840,299 shares worth $27.1M. The position accounts for 15.12% of the portfolio, ranked #1.

Walden Wealth Partners first reported a position in DFAC in Q4 2023 and has held it in 3 quarters since. 828 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Walden Wealth Partners held 840,299 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $27.1M as of Q2 2024.
  • Walden Wealth Partners sold 2,538 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2024, an estimated $80K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 15.12% of Walden Wealth Partners's portfolio in Q2 2024, its #1 holding.
  • Walden Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 3 quarters since.
  • 828 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.