1WA
DFAC icon

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

180 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
2026
Q2 		$696K Buy
15,686
+1,866
+14% +$79.8K 0.07% 247
2026
Q1 		$537K Buy
13,820
+3,951
+40% +$159K 0.06% 270
2025
Q4 		$391K Buy
9,869
+401
+4% +$15.7K 0.04% 303
2025
Q3 		$365K Buy
9,468
+2,662
+39% +$99.3K 0.04% 322
2025
Q2 		$244K Buy
+6,806
New +$227K 0.03% 372

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

180 Wealth Advisors's DFAC Position: Q2 2026 in Review

180 Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 14% in Q2 2026, buying an estimated $79.8K and bringing the position to 15,686 shares worth $696K. The position accounts for 0.07% of the portfolio, ranked #247.

180 Wealth Advisors first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • 180 Wealth Advisors held 15,686 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $696K as of Q2 2026.
  • 180 Wealth Advisors bought 1,866 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $79.8K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.07% of 180 Wealth Advisors's portfolio in Q2 2026, its #247 holding.
  • 180 Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.