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

Angeles Wealth 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	$413K	Hold	9,303	–	–	0.02%	315
2026 Q1	$362K	Hold	9,303	–	–	0.02%	290
2025 Q4	$368K	Hold	9,303	–	–	0.02%	259
2025 Q3	$359K	Hold	9,303	–	–	0.02%	229
2025 Q2	$333K	Hold	9,303	–	–	0.02%	243
2025 Q1	$307K	Sell	9,303 -800	-8%	-$27.8K	0.03%	206
2024 Q4	$349K	Hold	10,103	–	–	0.03%	183
2024 Q3	$346K	Buy	10,103 +973	+11%	+$32.1K	0.03%	178
2024 Q2	$294K	Hold	9,130	–	–	0.03%	182
2024 Q1	$292K	Buy	9,130 +7,607	+499%	+$230K	0.03%	176
2023 Q4	$44.5K	Hold	1,523	–	–	0.01%	225
2023 Q3	$39.9K	Hold	1,523	–	–	0.01%	202
2023 Q2	$41.4K	Hold	1,523	–	–	0.01%	204
2023 Q1	$38.8K	Buy	+1,523	New	+$38.6K	0.01%	192

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

Angeles Wealth Management's DFAC Position: Q2 2026 in Review

Angeles Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 9,303 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #315.

Angeles Wealth Management first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Angeles Wealth Management held 9,303 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $413K as of Q2 2026.
Angeles Wealth Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #315 holding.
Angeles Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.