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Capstone Capital’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Capstone Capital’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 		$83.1M Buy
1,873,234
+33,973
+2% +$1.45M 47.46% 1
2026
Q1 		$71.5M Buy
1,839,261
+23,859
+1% +$961K 46.03% 1
2025
Q4 		$71.9M Buy
1,815,402
+93,070
+5% +$3.63M 46.7% 1
2025
Q3 		$66.4M Sell
1,722,332
-13,975
-0.8% -$522K 44.4% 1
2025
Q2 		$62.2M Buy
1,736,307
+52,710
+3% +$1.76M 45.17% 1
2025
Q1 		$55.5M Buy
1,683,597
+64,886
+4% +$2.25M 44.55% 1
2024
Q4 		$56M Buy
1,618,711
+59,820
+4% +$2.11M 45.8% 1
2024
Q3 		$53.5M Buy
1,558,891
+15,989
+1% +$528K 44.36% 1
2024
Q2 		$49.7M Buy
1,542,902
+33,278
+2% +$1.05M 44.46% 1
2024
Q1 		$48.2M Buy
1,509,624
+137,558
+10% +$4.15M 41.67% 1
2023
Q4 		$40.1M Buy
+1,372,066
New +$37.1M 39.47% 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

Capstone Capital's DFAC Position: Q2 2026 in Review

Capstone Capital increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.8% in Q2 2026, buying an estimated $1.45M and bringing the position to 1,873,234 shares worth $83.1M. The position accounts for 47.46% of the portfolio, ranked #1.

Capstone Capital first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Capstone Capital held 1,873,234 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $83.1M as of Q2 2026.
  • Capstone Capital bought 33,973 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.45M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 47.46% of Capstone Capital's portfolio in Q2 2026, its #1 holding.
  • Capstone Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 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 Capstone Capital's 13F filing for Q2 2026, filed 22 Jul 2026.