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

Aptus Capital 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 		$5.96M Buy
134,260
+2,905
+2% +$124K 0.04% 329
2026
Q1 		$5.1M Buy
131,355
+10,719
+9% +$432K 0.04% 334
2025
Q4 		$4.78M Sell
120,636
-9,362
-7% -$365K 0.03% 327
2025
Q3 		$5.01M Sell
129,998
-3,475
-3% -$130K 0.04% 318
2025
Q2 		$4.78M Sell
133,473
-847
-0.6% -$28.3K 0.04% 302
2025
Q1 		$4.43M Buy
134,320
+14,080
+12% +$489K 0.05% 296
2024
Q4 		$4.16M Sell
120,240
-77,595
-39% -$2.73M 0.04% 296
2024
Q3 		$6.78M Buy
197,835
+101,392
+105% +$3.35M 0.1% 177
2024
Q2 		$3.11M Buy
96,443
+1,587
+2% +$50K 0.05% 246
2024
Q1 		$3.03M Buy
94,856
+2,653
+3% +$80.1K 0.06% 243
2023
Q4 		$2.7M Sell
92,203
-321
-0.3% -$8.69K 0.07% 194
2023
Q3 		$2.42M Buy
92,524
+5,924
+7% +$162K 0.07% 201
2023
Q2 		$2.35M Sell
86,600
-638
-0.7% -$16.4K 0.06% 219
2023
Q1 		$2.22M Buy
87,238
+69,993
+406% +$1.77M 0.06% 208
2022
Q4 		$419K Buy
17,245
+62
+0.4% +$1.51K 0.01% 365
2022
Q3 		$382K Buy
17,183
+4,275
+33% +$105K 0.01% 356
2022
Q2 		$301K Buy
12,908
+45
+0.3% +$1.14K 0.01% 325
2022
Q1 		$355K Buy
+12,863
New +$352K 0.01% 340

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

Aptus Capital Advisors's DFAC Position: Q2 2026 in Review

Aptus Capital Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.2% in Q2 2026, buying an estimated $124K and bringing the position to 134,260 shares worth $5.96M. The position accounts for 0.04% of the portfolio, ranked #329.

Aptus Capital Advisors first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.78M in Q3 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Aptus Capital Advisors held 134,260 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $5.96M as of Q2 2026.
  • Aptus Capital Advisors bought 2,905 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $124K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #329 holding.
  • Aptus Capital Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2022 and has held it in 18 quarters since.
  • Aptus Capital Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $6.78M in Q3 2024.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.