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

Beaumont Financial 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	–	Sell	-5,167	Closed	-$201K	–	386
2026 Q1	$201K	Hold	5,167	–	–	0.01%	356
2025 Q4	$205K	Buy	+5,167	New	+$202K	0.01%	357

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 $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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 $35B AUM 15.18% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Beaumont Financial Advisors's DFAC Position: Q2 2026 in Review

Beaumont Financial Advisors sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 5,167 shares — an estimated $201K sold.

Beaumont Financial Advisors first reported a position in DFAC in Q4 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Beaumont Financial Advisors reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 5,167 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $201K.
Beaumont Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and held it in 2 quarters.
Beaumont Financial Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $205K in Q4 2025.
1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.