CA
DFAC icon

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

Calton & Associates’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 		$1.64M Buy
36,896
+7,786
+27% +$333K 0.24% 88
2026
Q1 		$1.13M Buy
29,110
+12,836
+79% +$517K 0.16% 122
2025
Q4 		$644K Buy
+16,274
New +$635K 0.09% 204
2025
Q2 		– Sell
-6,905
Closed -$228K – 396
2025
Q1 		$228K Buy
+6,905
New +$240K 0.05% 290

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

Calton & Associates's DFAC Position: Q2 2026 in Review

Calton & Associates increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 27% in Q2 2026, buying an estimated $333K and bringing the position to 36,896 shares worth $1.64M. The position accounts for 0.24% of the portfolio, ranked #88.

Calton & Associates first reported a position in DFAC in Q1 2025 and has held it in 4 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Calton & Associates held 36,896 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.64M as of Q2 2026.
  • Calton & Associates bought 7,786 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $333K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.24% of Calton & Associates's portfolio in Q2 2026, its #88 holding.
  • Calton & Associates first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 4 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 Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.