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

Benchmark Wealth 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
2025 Q2	$1.48M	Buy	41,244 +9,975	+32%	+$333K	0.66%	23
2025 Q1	$1.03M	Buy	+31,269	New	+$1.09M	0.5%	27

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Benchmark Wealth Management's DFAC Position: Q2 2025 in Review

Benchmark Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 32% in Q2 2025, buying an estimated $333K and bringing the position to 41,244 shares worth $1.48M. The position accounts for 0.66% of the portfolio, ranked #23.

Benchmark Wealth Management first reported a position in DFAC in Q1 2025 and has held it in 2 quarters since. 1,029 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

Benchmark Wealth Management held 41,244 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.48M as of Q2 2025.
Benchmark Wealth Management bought 9,975 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2025, an estimated $333K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.66% of Benchmark Wealth Management's portfolio in Q2 2025, its #23 holding.
Benchmark Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 2 quarters since.
1,029 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.