Autumn Glory Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Autumn Glory Partners’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	$780K	Hold	17,584	–	–	0.22%	104
2026 Q1	$683K	Hold	17,584	–	–	0.25%	95
2025 Q4	$696K	Hold	17,584	–	–	0.24%	102
2025 Q3	$678K	Buy	17,584 +687	+4%	+$25.6K	0.28%	94
2025 Q2	$606K	Buy	16,897 +2,815	+20%	+$93.9K	0.28%	97
2025 Q1	$465K	Buy	+14,082	New	+$489K	0.23%	111

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

Autumn Glory Partners's DFAC Position: Q2 2026 in Review

Autumn Glory Partners held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 17,584 shares worth $780K. The position accounts for 0.22% of the portfolio, ranked #104.

Autumn Glory Partners first reported a position in DFAC in Q1 2025 and has held it in 6 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Autumn Glory Partners held 17,584 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $780K as of Q2 2026.
Autumn Glory Partners 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 0.22% of Autumn Glory Partners's portfolio in Q2 2026, its #104 holding.
Autumn Glory Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 6 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 Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.