Blue Chip Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Blue Chip Partners’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	$1.11M	Buy	25,042 +48	+0.2%	+$2.05K	0.07%	94
2026 Q1	$971K	Hold	24,994	–	–	0.07%	89
2025 Q4	$990K	Buy	24,994 +58	+0.2%	+$2.26K	0.07%	89
2025 Q3	$962K	Buy	24,936 +68	+0.3%	+$2.54K	0.07%	80
2025 Q2	$891K	Buy	24,868 +75	+0.3%	+$2.5K	0.07%	80
2025 Q1	$818K	Buy	24,793 +61	+0.2%	+$2.12K	0.07%	85
2024 Q4	$855K	Hold	24,732	–	–	0.07%	88
2024 Q3	$848K	Sell	24,732 -24,730	-50%	-$817K	0.07%	82
2024 Q2	$1.59M	Buy	49,462 +148	+0.3%	+$4.67K	0.15%	60
2024 Q1	$1.58M	Buy	49,314 +100	+0.2%	+$3.02K	0.15%	60
2023 Q4	$1.44M	Buy	49,214 +175	+0.4%	+$4.74K	0.15%	62
2023 Q3	$1.28M	Buy	49,039 +179	+0.4%	+$4.88K	0.15%	59
2023 Q2	$1.33M	Buy	48,860 +170	+0.3%	+$4.38K	0.15%	70
2023 Q1	$1.24M	Buy	48,690 +116	+0.2%	+$2.94K	0.15%	69
2022 Q4	$1.18M	Buy	48,574 +252	+0.5%	+$6.13K	0.15%	70
2022 Q3	$1.08M	Buy	48,322 +183	+0.4%	+$4.49K	0.15%	63
2022 Q2	$1.12M	Buy	48,139 +180	+0.4%	+$4.56K	0.14%	67
2022 Q1	$1.32M	Buy	47,959 +107	+0.2%	+$2.93K	0.16%	65
2021 Q4	$1.39M	Buy	47,852 +198	+0.4%	+$5.59K	0.17%	61
2021 Q3	$1.27M	Buy	47,654 +133	+0.3%	+$3.61K	0.18%	59
2021 Q2	$1.28M	Buy	+47,521	New	+$1.26M	0.18%	58

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 $97.6B AUM 29.43% 1-Year Est. Return

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

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 $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

Blue Chip Partners's DFAC Position: Q2 2026 in Review

Blue Chip Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.19% in Q2 2026, buying an estimated $2.05K and bringing the position to 25,042 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #94.

Blue Chip Partners first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.59M in Q2 2024. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Blue Chip Partners held 25,042 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.11M as of Q2 2026.
Blue Chip Partners bought 48 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.05K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.07% of Blue Chip Partners's portfolio in Q2 2026, its #94 holding.
Blue Chip Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
Blue Chip Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.59M in Q2 2024.
1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.