Capstone Wealth Management (Alabama)’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Capstone Wealth Management (Alabama)’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	$17.6M	Buy	396,182 +3,062	+0.8%	+$131K	8.15%	3
2026 Q1	$15.3M	Buy	393,120 +1,417	+0.4%	+$57.1K	10.65%	2
2025 Q4	$15.5M	Sell	391,703 -453	-0.1%	-$17.7K	11.32%	2
2025 Q3	$15.1M	Sell	392,156 -351	-0.1%	-$13.1K	11.64%	2
2025 Q2	$14.1M	Sell	392,507 -25,883	-6%	-$863K	12.33%	1
2025 Q1	$13.8M	Sell	418,390 -7,062	-2%	-$245K	13.75%	1
2024 Q4	$14.7M	Buy	+425,452	New	+$15M	14.38%	1

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

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

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s DFAC Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.78% in Q2 2026, buying an estimated $131K and bringing the position to 396,182 shares worth $17.6M. The position accounts for 8.15% of the portfolio, ranked #3.

Capstone Wealth Management (Alabama) first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Capstone Wealth Management (Alabama) held 396,182 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $17.6M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 3,062 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $131K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 8.15% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #3 holding.
Capstone Wealth Management (Alabama) first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
1,226 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.