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

Bessemer 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	$18.6M	Buy	418,939 +26,310	+7%	+$1.13M	0.03%	306
2026 Q1	$15.3M	Sell	392,629 -1,414	-0.4%	-$57K	0.02%	305
2025 Q4	$15.6M	Buy	394,043 +379,926	+2,691%	+$14.8M	0.02%	306
2025 Q3	$544K	Hold	14,117	–	–	﹤0.01%	827
2025 Q2	$506K	Buy	14,117 +1,414	+11%	+$47.2K	﹤0.01%	812
2025 Q1	$419K	Hold	12,703	–	–	﹤0.01%	919
2024 Q4	$439K	Sell	12,703 -1,799	-12%	-$63.4K	﹤0.01%	914
2024 Q3	$497K	Hold	14,502	–	–	﹤0.01%	892
2024 Q2	$467K	Hold	14,502	–	–	﹤0.01%	811
2024 Q1	$463K	Buy	14,502 +5,110	+54%	+$154K	﹤0.01%	827
2023 Q4	$274K	Sell	9,392 -16,383	-64%	-$443K	﹤0.01%	966
2023 Q3	$675K	Hold	25,775	–	–	﹤0.01%	719
2023 Q2	$700K	Hold	25,775	–	–	﹤0.01%	714
2023 Q1	$656K	Sell	25,775 -886	-3%	-$22.4K	﹤0.01%	677
2022 Q4	$647K	Buy	26,661 +15,030	+129%	+$366K	﹤0.01%	670
2022 Q3	$259K	Hold	11,631	–	–	﹤0.01%	847
2022 Q2	$271K	Hold	11,631	–	–	﹤0.01%	828
2022 Q1	$321K	Buy	+11,631	New	+$318K	﹤0.01%	723

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 $7.88B 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

RWM

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

Bessemer Group's DFAC Position: Q2 2026 in Review

Bessemer Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6.7% in Q2 2026, buying an estimated $1.13M and bringing the position to 418,939 shares worth $18.6M. The position accounts for 0.03% of the portfolio, ranked #306.

Bessemer Group first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Bessemer Group held 418,939 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $18.6M as of Q2 2026.
Bessemer Group bought 26,310 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.13M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Bessemer Group's portfolio in Q2 2026, its #306 holding.
Bessemer Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2022 and has held it in 18 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 Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.