Cardiff Park Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cardiff Park Advisors’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	$167M	Sell	3,762,389 -73,556	-2%	-$3.15M	12.95%	1
2026 Q1	$149M	Sell	3,835,945 -129,461	-3%	-$5.22M	11.92%	2
2025 Q4	$157M	Sell	3,965,406 -142,309	-3%	-$5.55M	12.89%	1
2025 Q3	$158M	Sell	4,107,715 -142,300	-3%	-$5.31M	12.14%	1
2025 Q2	$152M	Sell	4,250,015 -2,348	-0.1%	-$78.3K	13.12%	2
2025 Q1	$140M	Buy	4,252,363 +93,894	+2%	+$3.26M	13.51%	1
2024 Q4	$144M	Sell	4,158,469 -58,351	-1%	-$2.05M	13.65%	1
2024 Q3	$145M	Buy	4,216,820 +41,242	+1%	+$1.36M	12.94%	2
2024 Q2	$135M	Buy	4,175,578 +31,622	+0.8%	+$997K	12.89%	2
2024 Q1	$132M	Sell	4,143,956 -3,974	-0.1%	-$120K	12.54%	2
2023 Q4	$121M	Sell	4,147,930 -30,901	-0.7%	-$836K	13.42%	1
2023 Q3	$109M	Sell	4,178,831 -139,366	-3%	-$3.8M	13.82%	1
2023 Q2	$117M	Sell	4,318,197 -134,012	-3%	-$3.45M	14.38%	1
2023 Q1	$113M	Buy	4,452,209 +44,070	+1%	+$1.12M	14.91%	1
2022 Q4	$107M	Buy	4,408,139 +347,036	+9%	+$8.44M	14.94%	1
2022 Q3	$90.3M	Sell	4,061,103 -53,737	-1%	-$1.32M	14.12%	1
2022 Q2	$95.9M	Buy	4,114,840 +89,048	+2%	+$2.25M	14.51%	1
2022 Q1	$111M	Sell	4,025,792 -91,760	-2%	-$2.51M	15.63%	1
2021 Q4	$119M	Buy	+4,117,552	New	+$116M	15.65%	1

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cardiff Park Advisors's DFAC Position: Q2 2026 in Review

Cardiff Park Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.9% in Q2 2026, selling an estimated $3.15M and leaving 3,762,389 shares worth $167M. The position accounts for 12.95% of the portfolio, ranked #1.

Cardiff Park Advisors 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.

Cardiff Park Advisors held 3,762,389 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $167M as of Q2 2026.
Cardiff Park Advisors sold 73,556 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.15M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 12.95% of Cardiff Park Advisors's portfolio in Q2 2026, its #1 holding.
Cardiff Park Advisors 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 Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.