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

Cherrydale 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 		$48.3M Buy
1,089,916
+8,876
+0.8% +$380K 12.65% 2
2026
Q1 		$42M Sell
1,081,040
-50,098
-4% -$2.02M 12.98% 2
2025
Q4 		$44.8M Sell
1,131,138
-30,678
-3% -$1.2M 13.59% 2
2025
Q3 		$44.8M Sell
1,161,816
-8,216
-0.7% -$307K 14.08% 2
2025
Q2 		$41.9M Buy
1,170,032
+7,307
+0.6% +$244K 14.59% 2
2025
Q1 		$38.4M Buy
1,162,725
+1,769
+0.2% +$61.4K 15.17% 2
2024
Q4 		$40.2M Buy
1,160,956
+4,868
+0.4% +$171K 15.54% 2
2024
Q3 		$39.6M Sell
1,156,088
-6,420
-0.6% -$212K 16.21% 2
2024
Q2 		$37.5M Buy
1,162,508
+59,692
+5% +$1.88M 16.43% 2
2024
Q1 		$35.2M Sell
1,102,816
-5,458
-0.5% -$165K 16.48% 2
2023
Q4 		$32.4M Buy
1,108,274
+26,203
+2% +$709K 16.9% 2
2023
Q3 		$28.4M Buy
1,082,071
+81,444
+8% +$2.22M 16.87% 2
2023
Q2 		$27.2M Sell
1,000,627
-26,437
-3% -$681K 18.97% 2
2023
Q1 		$26.2M Buy
1,027,064
+19,764
+2% +$501K 19.83% 2
2022
Q4 		$24.5M Buy
1,007,300
+70,451
+8% +$1.71M 20.25% 2
2022
Q3 		$20.8M Buy
936,849
+58,955
+7% +$1.45M 19.23% 2
2022
Q2 		$20.5M Sell
877,894
-72,359
-8% -$1.83M 18.75% 2
2022
Q1 		$26.2M Buy
950,253
+84,553
+10% +$2.31M 19.23% 2
2021
Q4 		$25.1M Buy
+865,700
New +$24.4M 18.81% 2

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

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

Cherrydale Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.82% in Q2 2026, buying an estimated $380K and bringing the position to 1,089,916 shares worth $48.3M. The position accounts for 12.65% of the portfolio, ranked #2.

Cherrydale Wealth Management 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.

  • Cherrydale Wealth Management held 1,089,916 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $48.3M as of Q2 2026.
  • Cherrydale Wealth Management bought 8,876 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $380K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 12.65% of Cherrydale Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Cherrydale Wealth Management 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 Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.