Altiora Financial Group
DFAC icon

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

Altiora 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
2026
Q2 		$128M Sell
2,886,811
-3,436
-0.1% -$147K 20.18% 1
2026
Q1 		$112M Sell
2,890,247
-11,398
-0.4% -$459K 18.5% 1
2025
Q4 		$115M Sell
2,901,645
-62,960
-2% -$2.46M 19.8% 1
2025
Q3 		$114M Sell
2,964,605
-49,218
-2% -$1.84M 20.92% 1
2025
Q2 		$108M Sell
3,013,823
-31,208
-1% -$1.04M 21.1% 1
2025
Q1 		$100M Buy
3,045,031
+16,046
+0.5% +$557K 21.36% 1
2024
Q4 		$105M Sell
3,028,985
-82,966
-3% -$2.92M 22.8% 1
2024
Q3 		$107M Buy
3,111,951
+19,219
+0.6% +$635K 23.59% 1
2024
Q2 		$100M Buy
3,092,732
+3,020
+0.1% +$95.2K 23.94% 1
2024
Q1 		$98.7M Sell
3,089,712
-184,403
-6% -$5.57M 26.81% 1
2023
Q4 		$95.7M Buy
3,274,115
+705,439
+27% +$19.1M 27.74% 1
2023
Q3 		$67.3M Sell
2,568,676
-52,336
-2% -$1.43M 31.25% 1
2023
Q2 		$71.2M Buy
2,621,012
+18,373
+0.7% +$474K 31.27% 1
2023
Q1 		$66.3M Buy
2,602,639
+5,277
+0.2% +$134K 30.59% 1
2022
Q4 		$63.1M Buy
+2,597,362
New +$63.2M 31.48% 1

Other funds holding DFAC

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
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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
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
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Altiora Financial Group's DFAC Position: Q2 2026 in Review

Altiora Financial Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.12% in Q2 2026, selling an estimated $147K and leaving 2,886,811 shares worth $128M. The position accounts for 20.18% of the portfolio, ranked #1.

Altiora Financial Group first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,227 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Altiora Financial Group held 2,886,811 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $128M as of Q2 2026.
  • Altiora Financial Group sold 3,436 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $147K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 20.18% of Altiora Financial Group's portfolio in Q2 2026, its #1 holding.
  • Altiora Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • 1,227 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.