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Capital Group Private Client Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Capital Group Private Client Services’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 		$16.4M Buy
370,731
+7
+0% +$299 0.23% 47
2026
Q1 		$14.4M Buy
370,724
+313,773
+551% +$12.6M 0.24% 51
2025
Q4 		$2.25M Sell
56,951
-288,337
-84% -$11.3M 0.04% 168
2025
Q3 		$13.3M Sell
345,288
-2,558
-0.7% -$95.5K 0.22% 64
2025
Q2 		$12.5M Buy
347,846
+5,176
+2% +$173K 0.11% 132
2025
Q1 		$11.3M Buy
342,670
+4,141
+1% +$144K 0.11% 140
2024
Q4 		$11.7M Buy
338,529
+37,325
+12% +$1.31M 0.11% 146
2024
Q3 		$10.3M Buy
301,204
+713
+0.2% +$23.6K 0.1% 151
2024
Q2 		$9.69M Buy
300,491
+231
+0.1% +$7.29K 0.1% 148
2024
Q1 		$9.59M Buy
300,260
+421
+0.1% +$12.7K 0.1% 145
2023
Q4 		$8.76M Buy
299,839
+435
+0.1% +$11.8K 0.09% 146
2023
Q3 		$7.84M Buy
+299,404
New +$8.17M 0.1% 141

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

Capital Group Private Client Services's DFAC Position: Q2 2026 in Review

Capital Group Private Client Services increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0% in Q2 2026, buying an estimated $299 and bringing the position to 370,731 shares worth $16.4M. The position accounts for 0.23% of the portfolio, ranked #47.

Capital Group Private Client Services 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.

  • Capital Group Private Client Services held 370,731 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $16.4M as of Q2 2026.
  • Capital Group Private Client Services bought 7 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $299.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.23% of Capital Group Private Client Services's portfolio in Q2 2026, its #47 holding.
  • Capital Group Private Client Services 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 Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.