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Wood Tarver Financial Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-551
Closed -$19K – 271
2025
Q2 		$19K Hold
551
– – 0.01% 365
2025
Q1 		$18.2K Hold
551
– – 0.01% 355
2024
Q4 		$19K Buy
+551
New +$19.4K 0.01% 351

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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Wood Tarver Financial Group's DFAC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2025, closing a stake of 551 shares — an estimated $19K sold.

Wood Tarver Financial Group first reported a position in DFAC in Q4 2024 and held it in 3 quarters. The position peaked at $19K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 551 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2025, an estimated $19K.
  • Wood Tarver Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $19K in Q2 2025.
  • 1,049 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.