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

Aquire Wealth 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	$2.54M	Hold	57,169	–	–	0.58%	15
2026 Q1	$2.22M	Hold	57,169	–	–	0.58%	16
2025 Q4	$2.26M	Hold	57,169	–	–	0.59%	18
2025 Q3	$2.21M	Hold	57,169	–	–	0.54%	19
2025 Q2	$2.05M	Hold	57,169	–	–	0.55%	19
2025 Q1	$1.89M	Hold	57,169	–	–	0.58%	19
2024 Q4	$1.98M	Hold	57,169	–	–	0.61%	19
2024 Q3	$1.96M	Buy	57,169 +1,122	+2%	+$37.1K	0.62%	19
2024 Q2	$1.81M	Sell	56,047 -1,152	-2%	-$36.3K	0.61%	21
2024 Q1	$1.83M	Hold	57,199	–	–	0.64%	21
2023 Q4	$1.67M	Hold	57,199	–	–	0.64%	21
2023 Q3	$1.5M	Hold	57,199	–	–	0.63%	22
2023 Q2	$1.55M	Sell	57,199 -13,251	-19%	-$342K	0.62%	21
2023 Q1	$1.8M	Buy	70,450 +11	+0%	+$279	0.79%	20
2022 Q4	$1.71M	Sell	70,439 -525	-0.7%	-$12.8K	0.85%	20
2022 Q3	$1.58M	Sell	70,964 -4,318	-6%	-$106K	0.92%	22
2022 Q2	$1.75M	Sell	75,282 -4,533	-6%	-$115K	1.02%	21
2022 Q1	$2.2M	Buy	79,815 +836	+1%	+$22.9K	1.17%	22
2021 Q4	$2.29M	Buy	+78,979	New	+$2.23M	1.2%	21

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

Aquire Wealth Advisors's DFAC Position: Q2 2026 in Review

Aquire Wealth Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 57,169 shares worth $2.54M. The position accounts for 0.58% of the portfolio, ranked #15.

Aquire Wealth Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Aquire Wealth Advisors held 57,169 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.54M as of Q2 2026.
Aquire Wealth Advisors 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 0.58% of Aquire Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Aquire Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 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 Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.