Cedar Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cedar Wealth Management’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	$13.4M	Hold	302,298	–	–	3.45%	6
2026 Q1	$11.7M	Hold	302,298	–	–	3.42%	8
2025 Q4	$12M	Hold	302,298	–	–	3.58%	7
2025 Q3	$11.7M	Hold	302,298	–	–	3.57%	8
2025 Q2	$10.8M	Hold	302,298	–	–	3.67%	8
2025 Q1	$10M	Hold	302,298	–	–	3.55%	8
2024 Q4	$10.5M	Hold	302,298	–	–	3.78%	8
2024 Q3	$10.4M	Hold	302,298	–	–	3.22%	8
2024 Q2	$9.7M	Hold	302,298	–	–	3.16%	8
2024 Q1	$9.7M	Hold	302,298	–	–	3.18%	8
2023 Q4	$8.84M	Hold	302,298	–	–	3.22%	7
2023 Q3	$7.92M	Hold	302,298	–	–	3.13%	7
2023 Q2	$8.21M	Hold	302,298	–	–	3.17%	7
2023 Q1	$7.7M	Buy	+302,298	New	+$7.66M	3.15%	7
2022 Q4	–	Sell	-302,298	Closed	-$6.72M	–	310
2022 Q3	$6.72M	Hold	302,298	–	–	3.34%	6
2022 Q2	$7.04M	Hold	302,298	–	–	3.22%	5
2022 Q1	$8.34M	Sell	302,298 -1,337	-0.4%	-$36.6K	3.37%	5
2021 Q4	$8.8M	Hold	303,635	–	–	3.55%	5
2021 Q3	$8.07M	Sell	303,635 -1,385	-0.5%	-$37.6K	3.59%	7
2021 Q2	$8.23M	Buy	+305,020	New	+$8.11M	3.71%	6

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 $1.58B AUM 19.24% 1-Year Est. Return

Cedar Wealth Management's DFAC Position: Q2 2026 in Review

Cedar Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 302,298 shares worth $13.4M. The position accounts for 3.45% of the portfolio, ranked #6.

Cedar Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Cedar Wealth Management held 302,298 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $13.4M as of Q2 2026.
Cedar Wealth Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 3.45% of Cedar Wealth Management's portfolio in Q2 2026, its #6 holding.
Cedar Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 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 Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.