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

bLong Financial’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	$878K	Hold	19,784	–	–	0.57%	26
2026 Q1	$769K	Hold	19,784	–	–	0.58%	29
2025 Q4	$783K	Hold	19,784	–	–	0.55%	29
2025 Q3	$763K	Hold	19,784	–	–	0.53%	31
2025 Q2	$709K	Hold	19,784	–	–	0.55%	31
2025 Q1	$653K	Hold	19,784	–	–	0.58%	33
2024 Q4	$684K	Buy	+19,784	New	+$697K	0.56%	34

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

bLong Financial's DFAC Position: Q2 2026 in Review

bLong Financial held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 19,784 shares worth $878K. The position accounts for 0.57% of the portfolio, ranked #26.

bLong Financial first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

bLong Financial held 19,784 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $878K as of Q2 2026.
bLong Financial left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.57% of bLong Financial's portfolio in Q2 2026, its #26 holding.
bLong Financial first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 bLong Financial's 13F filing for Q2 2026, filed 21 Jul 2026.