Chapman Financial Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Chapman Financial Group’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	$717K	Hold	16,169	–	–	0.48%	59
2026 Q1	$628K	Hold	16,169	–	–	0.45%	67
2025 Q4	$640K	Hold	16,169	–	–	0.44%	65
2025 Q3	$624K	Buy	+16,169	New	+$603K	0.43%	64

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

Chapman Financial Group's DFAC Position: Q2 2026 in Review

Chapman Financial Group held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 16,169 shares worth $717K. The position accounts for 0.48% of the portfolio, ranked #59.

Chapman Financial Group first reported a position in DFAC in Q3 2025 and has held it in 4 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Chapman Financial Group held 16,169 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $717K as of Q2 2026.
Chapman Financial Group 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 0.48% of Chapman Financial Group's portfolio in Q2 2026, its #59 holding.
Chapman Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2025 and has held it in 4 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 Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.