BFG
DFAC icon

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

Berger Financial Group’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 		$8.34M Buy
188,069
+1,226
+0.7% +$52.5K 0.43% 49
2026
Q1 		$7.26M Sell
186,843
-5,436
-3% -$219K 0.41% 49
2025
Q4 		$7.61M Buy
192,279
+5,832
+3% +$228K 0.44% 48
2025
Q3 		$7.19M Sell
186,447
-1,694
-0.9% -$63.2K 0.43% 49
2025
Q2 		$6.74M Buy
188,141
+3,676
+2% +$123K 0.44% 47
2025
Q1 		$6.09M Sell
184,465
-10,198
-5% -$354K 0.42% 56
2024
Q4 		$6.73M Buy
194,663
+188,734
+3,183% +$6.65M 0.46% 46
2024
Q3 		$203K Buy
+5,929
New +$196K 0.01% 380

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Berger Financial Group's DFAC Position: Q2 2026 in Review

Berger Financial Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.66% in Q2 2026, buying an estimated $52.5K and bringing the position to 188,069 shares worth $8.34M. The position accounts for 0.43% of the portfolio, ranked #49.

Berger Financial Group first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Berger Financial Group held 188,069 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $8.34M as of Q2 2026.
  • Berger Financial Group bought 1,226 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $52.5K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.43% of Berger Financial Group's portfolio in Q2 2026, its #49 holding.
  • Berger Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 8 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 Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.