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

Abacus 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
2026 Q2	$6.58M	Sell	148,441 -942	-0.6%	-$40.3K	0.69%	16
2026 Q1	$5.81M	Sell	149,383 -826	-0.5%	-$33.3K	0.53%	19
2025 Q4	$5.95M	Sell	150,209 -1,307	-0.9%	-$51K	0.58%	16
2025 Q3	$5.84M	Sell	151,516 -1,418	-0.9%	-$52.9K	0.84%	14
2025 Q2	$5.48M	Sell	152,934 -61	-0%	-$2.04K	0.84%	14
2025 Q1	$5.05M	Sell	152,995 -3,947	-3%	-$137K	0.76%	14
2024 Q4	$5.43M	Sell	156,942 -2,021	-1%	-$71.2K	0.81%	15
2024 Q3	$5.45M	Sell	158,963 -11,113	-7%	-$367K	0.82%	15
2024 Q2	$5.48M	Sell	170,076 -1,452	-0.8%	-$45.8K	0.91%	15
2024 Q1	$5.48M	Sell	171,528 -2,553	-1%	-$77.1K	0.92%	14
2023 Q4	$5.09M	Sell	174,081 -2,221	-1%	-$60.1K	0.86%	15
2023 Q3	$4.62M	Sell	176,302 -1,091	-0.6%	-$29.8K	1.43%	12
2023 Q2	$4.82M	Sell	177,393 -824	-0.5%	-$21.2K	1.45%	13
2023 Q1	$4.52M	Sell	178,217 -3,267	-2%	-$82.8K	1.5%	12
2022 Q4	$4.41M	Sell	181,484 -7,154	-4%	-$174K	1.57%	13
2022 Q3	$4.2M	Sell	188,638 -1,604	-0.8%	-$39.4K	2.22%	7
2022 Q2	$4.43M	Sell	190,242 -1,034	-0.5%	-$26.2K	2.3%	7
2022 Q1	$5.28M	Sell	191,276 -28,668	-13%	-$785K	2.34%	6
2021 Q4	$6.37M	Sell	219,944 -5,776	-3%	-$163K	2.25%	7
2021 Q3	$6M	Sell	225,720 -9,710	-4%	-$264K	2.21%	8
2021 Q2	$6.35M	Buy	+235,430	New	+$6.26M	2.49%	7

Other funds holding DFAC

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

Abacus Wealth Partners's DFAC Position: Q2 2026 in Review

Abacus Wealth Partners reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.63% in Q2 2026, selling an estimated $40.3K and leaving 148,441 shares worth $6.58M. The position accounts for 0.69% of the portfolio, ranked #16.

Abacus Wealth Partners first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Abacus Wealth Partners held 148,441 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $6.58M as of Q2 2026.
Abacus Wealth Partners sold 942 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $40.3K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.69% of Abacus Wealth Partners's portfolio in Q2 2026, its #16 holding.
Abacus Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 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 Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.