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

Avantax Planning 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	$10.5M	Sell	236,925 -24,596	-9%	-$1.05M	0.26%	61
2026 Q1	$10.2M	Sell	261,521 -39,857	-13%	-$1.61M	0.28%	63
2025 Q4	$11.9M	Sell	301,378 -114,212	-27%	-$4.46M	0.33%	44
2025 Q3	$16M	Sell	415,590 -134,120	-24%	-$5.01M	0.46%	36
2025 Q2	$19.7M	Sell	549,710 -19,620	-3%	-$655K	0.63%	27
2025 Q1	$18.8M	Sell	569,330 -2,921	-0.5%	-$101K	0.66%	25
2024 Q4	$19.8M	Sell	572,251 -7,612	-1%	-$268K	0.71%	24
2024 Q3	$19.9M	Sell	579,863 -1,370	-0.2%	-$45.2K	0.71%	25
2024 Q2	$18.7M	Sell	581,233 -1,294	-0.2%	-$40.8K	0.6%	30
2024 Q1	$18.6M	Buy	+582,527	New	+$17.6M	0.6%	28

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

Avantax Planning Partners's DFAC Position: Q2 2026 in Review

Avantax Planning Partners reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 9.4% in Q2 2026, selling an estimated $1.05M and leaving 236,925 shares worth $10.5M. The position accounts for 0.26% of the portfolio, ranked #61.

Avantax Planning Partners first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.9M in Q3 2024. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Avantax Planning Partners held 236,925 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $10.5M as of Q2 2026.
Avantax Planning Partners sold 24,596 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.05M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.26% of Avantax Planning Partners's portfolio in Q2 2026, its #61 holding.
Avantax Planning Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
Avantax Planning Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $19.9M in Q3 2024.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.