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

Banyan Capital 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	$417K	Buy	9,400 +4	+0%	+$171	0.18%	47
2026 Q1	$365K	Sell	9,396 -734	-7%	-$29.6K	0.16%	48
2025 Q4	$401K	Buy	10,130 +5	+0%	+$195	0.17%	42
2025 Q3	$391K	Buy	+10,125	New	+$378K	0.18%	41

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 $7.08B AUM 17.38% 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

Banyan Capital Management's DFAC Position: Q2 2026 in Review

Banyan Capital Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.04% in Q2 2026, buying an estimated $171 and bringing the position to 9,400 shares worth $417K. The position accounts for 0.18% of the portfolio, ranked #47.

Banyan Capital Management first reported a position in DFAC in Q3 2025 and has held it in 4 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Banyan Capital Management held 9,400 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $417K as of Q2 2026.
Banyan Capital Management bought 4 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $171.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.18% of Banyan Capital Management's portfolio in Q2 2026, its #47 holding.
Banyan Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2025 and has held it in 4 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 Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.