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

American Financial 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	$2.34M	Buy	52,685 +129	+0.2%	+$5.52K	0.28%	41
2026 Q1	$2.04M	Buy	52,556 +133	+0.3%	+$5.36K	0.27%	40
2025 Q4	$2.08M	Buy	52,423 +121	+0.2%	+$4.72K	0.27%	40
2025 Q3	$2.02M	Buy	52,302 +144	+0.3%	+$5.37K	0.26%	42
2025 Q2	$1.87M	Sell	52,158 -14,043	-21%	-$468K	0.26%	45
2025 Q1	$2.18M	Hold	66,201	–	–	0.32%	39
2024 Q4	$2.29M	Hold	66,201	–	–	0.32%	39
2024 Q3	$2.27M	Hold	66,201	–	–	0.31%	40
2024 Q2	$2.13M	Hold	66,201	–	–	0.3%	42
2024 Q1	$2.12M	Hold	66,201	–	–	0.3%	40
2023 Q4	$1.94M	Hold	66,201	–	–	0.29%	42
2023 Q3	$1.73M	Hold	66,201	–	–	0.27%	44
2023 Q2	$1.8M	Hold	66,201	–	–	0.28%	44
2023 Q1	$1.69M	Hold	66,201	–	–	0.27%	43
2022 Q4	$1.61M	Hold	66,201	–	–	0.27%	45
2022 Q3	$1.47M	Buy	+66,201	New	+$1.63M	0.25%	43
2022 Q2	–	Sell	-66,292	Closed	-$1.83M	–	91
2022 Q1	$1.83M	Buy	66,292 +31	+0%	+$849	0.25%	46
2021 Q4	$1.92M	Buy	66,261 +58	+0.1%	+$1.64K	0.24%	43
2021 Q3	$1.76M	Buy	66,203 +39	+0.1%	+$1.06K	0.23%	42
2021 Q2	$1.78M	Buy	+66,164	New	+$1.76M	0.25%	44

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

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

American Financial Advisors's DFAC Position: Q2 2026 in Review

American Financial Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.25% in Q2 2026, buying an estimated $5.52K and bringing the position to 52,685 shares worth $2.34M. The position accounts for 0.28% of the portfolio, ranked #41.

American Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

American Financial Advisors held 52,685 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.34M as of Q2 2026.
American Financial Advisors bought 129 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $5.52K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.28% of American Financial Advisors's portfolio in Q2 2026, its #41 holding.
American Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 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 American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.