BAWC
DFAC icon

Boyce & Associates Wealth Consulting’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Boyce & Associates Wealth Consulting’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 		$1.33M Buy
29,968
+2,298
+8% +$98.3K 0.92% 28
2026
Q1 		$1.08M Buy
27,670
+4,626
+20% +$186K 0.81% 30
2025
Q4 		$912K Buy
23,044
+2,486
+12% +$97K 0.76% 28
2025
Q3 		$793K Sell
20,558
-109
-0.5% -$4.07K 0.65% 31
2025
Q2 		$741K Sell
20,667
-258
-1% -$8.61K 0.68% 31
2025
Q1 		$690K Sell
20,925
-1,467
-7% -$50.9K 0.69% 30
2024
Q4 		$775K Buy
22,392
+151
+0.7% +$5.32K 0.78% 29
2024
Q3 		$763K Buy
22,241
+105
+0.5% +$3.47K 0.79% 27
2024
Q2 		$714K Buy
22,136
+598
+3% +$18.9K 0.84% 26
2024
Q1 		$688K Buy
21,538
+1,639
+8% +$49.5K 0.89% 21
2023
Q4 		$582K Buy
19,899
+5,807
+41% +$157K 0.85% 22
2023
Q3 		$369K Buy
+14,092
New +$385K 0.62% 29

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

Boyce & Associates Wealth Consulting's DFAC Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 8.3% in Q2 2026, buying an estimated $98.3K and bringing the position to 29,968 shares worth $1.33M. The position accounts for 0.92% of the portfolio, ranked #28.

Boyce & Associates Wealth Consulting first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 29,968 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.33M as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 2,298 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $98.3K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.92% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #28 holding.
  • Boyce & Associates Wealth Consulting first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and has held it in 12 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 Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.