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Advyzon Investment Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Advyzon Investment Management’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 		$1.59M Sell
35,940
-1,535
-4% -$65.7K 0.12% 170
2026
Q1 		$1.46M Buy
37,475
+2,260
+6% +$91.1K 0.13% 158
2025
Q4 		$1.39M Buy
35,215
+12,138
+53% +$474K 0.16% 135
2025
Q3 		$890K Buy
23,077
+14,255
+162% +$532K 0.15% 141
2025
Q2 		$316K Buy
+8,822
New +$294K 0.07% 268

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

Advyzon Investment Management's DFAC Position: Q2 2026 in Review

Advyzon Investment Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.1% in Q2 2026, selling an estimated $65.7K and leaving 35,940 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #170.

Advyzon Investment Management 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.

  • Advyzon Investment Management held 35,940 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.59M as of Q2 2026.
  • Advyzon Investment Management sold 1,535 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $65.7K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.12% of Advyzon Investment Management's portfolio in Q2 2026, its #170 holding.
  • Advyzon Investment Management 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 Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.