Bridges Investment Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Bridges Investment Management’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	$266K	Hold	6,000	–	–	﹤0.01%	368
2026 Q1	$233K	Hold	6,000	–	–	﹤0.01%	373
2025 Q4	$238K	Hold	6,000	–	–	﹤0.01%	382
2025 Q3	$231K	Hold	6,000	–	–	﹤0.01%	388
2025 Q2	$215K	Buy	+6,000	New	+$200K	﹤0.01%	395
2025 Q1	–	Sell	-6,650	Closed	-$230K	–	399
2024 Q4	$230K	Hold	6,650	–	–	﹤0.01%	381
2024 Q3	$228K	Hold	6,650	–	–	﹤0.01%	386
2024 Q2	$214K	Buy	6,650 +150	+2%	+$4.73K	﹤0.01%	379
2024 Q1	$208K	Buy	+6,500	New	+$196K	0.01%	202
2022 Q1	–	Sell	-7,500	Closed	-$217K	–	221
2021 Q4	$217K	Sell	7,500 -919	-11%	-$25.9K	0.01%	217
2021 Q3	$224K	Hold	8,419	–	–	0.01%	215
2021 Q2	$227K	Buy	+8,419	New	+$224K	0.01%	212

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

Bridges Investment Management's DFAC Position: Q2 2026 in Review

Bridges Investment Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 6,000 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Bridges Investment Management first reported a position in DFAC in Q2 2021 and has held it in 12 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Bridges Investment Management held 6,000 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $266K as of Q2 2026.
Bridges Investment Management 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 ﹤0.01% of Bridges Investment Management's portfolio in Q2 2026, its #368 holding.
Bridges Investment Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 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 Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.