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Burton Enright Welch’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Burton Enright Welch’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 		$176M Buy
3,976,632
+232,530
+6% +$9.95M 20.72% 1
2026
Q1 		$145M Buy
3,744,102
+65,731
+2% +$2.65M 19.78% 1
2025
Q4 		$146M Buy
3,678,371
+148,893
+4% +$5.81M 20.5% 1
2025
Q3 		$136M Buy
3,529,478
+170,091
+5% +$6.35M 20.55% 1
2025
Q2 		$120M Buy
3,359,387
+44,553
+1% +$1.49M 20.88% 1
2025
Q1 		$109M Buy
3,314,834
+78,071
+2% +$2.71M 22.24% 1
2024
Q4 		$112M Buy
3,236,763
+51,419
+2% +$1.81M 23.51% 1
2024
Q3 		$109M Buy
3,185,344
+12,107
+0.4% +$400K 23.43% 1
2024
Q2 		$102M Buy
3,173,237
+79,331
+3% +$2.5M 23.58% 1
2024
Q1 		$98.9M Buy
3,093,906
+88,150
+3% +$2.66M 23.78% 1
2023
Q4 		$87.9M Buy
3,005,756
+164,372
+6% +$4.45M 23.47% 1
2023
Q3 		$74.4M Buy
2,841,384
+101,205
+4% +$2.76M 22.97% 1
2023
Q2 		$74.4M Buy
2,740,179
+39,582
+1% +$1.02M 23.21% 1
2023
Q1 		$68.8M Buy
2,700,597
+185,286
+7% +$4.69M 26.24% 1
2022
Q4 		$61.1M Buy
2,515,311
+215,516
+9% +$5.24M 25.4% 1
2022
Q3 		$51.1M Buy
2,299,795
+391,901
+21% +$9.62M 25.39% 1
2022
Q2 		$44.5M Buy
1,907,894
+42,329
+2% +$1.07M 26.71% 1
2022
Q1 		$51.5M Buy
1,865,565
+24,481
+1% +$670K 28.39% 1
2021
Q4 		$53.3M Buy
+1,841,084
New +$52M 35.69% 1

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

Burton Enright Welch's DFAC Position: Q2 2026 in Review

Burton Enright Welch increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6.2% in Q2 2026, buying an estimated $9.95M and bringing the position to 3,976,632 shares worth $176M. The position accounts for 20.72% of the portfolio, ranked #1.

Burton Enright Welch first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Burton Enright Welch held 3,976,632 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $176M as of Q2 2026.
  • Burton Enright Welch bought 232,530 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $9.95M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 20.72% of Burton Enright Welch's portfolio in Q2 2026, its #1 holding.
  • Burton Enright Welch first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 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 Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.