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

Chico Wealth RIA’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 		$80.1M Buy
1,806,421
+11,291
+0.6% +$483K 41.75% 1
2026
Q1 		$69.8M Buy
1,795,130
+110,792
+7% +$4.46M 42.61% 1
2025
Q4 		$66.7M Buy
1,684,338
+30,506
+2% +$1.19M 43.44% 1
2025
Q3 		$63.8M Buy
1,653,832
+14,708
+0.9% +$549K 43.36% 1
2025
Q2 		$58.7M Buy
1,639,124
+14,605
+0.9% +$487K 46.46% 1
2025
Q1 		$53.6M Buy
1,624,519
+30,945
+2% +$1.07M 46.51% 1
2024
Q4 		$55.1M Buy
1,593,574
+43,400
+3% +$1.53M 48.19% 1
2024
Q3 		$53.2M Buy
1,550,174
+17,204
+1% +$568K 45.47% 1
2024
Q2 		$49.4M Buy
1,532,970
+55,159
+4% +$1.74M 45.28% 1
2024
Q1 		$47.2M Buy
1,477,811
+74,474
+5% +$2.25M 44.65% 1
2023
Q4 		$41M Sell
1,403,337
-5,419
-0.4% -$147K 42.74% 1
2023
Q3 		$36.9M Buy
1,408,756
+32,089
+2% +$876K 44.15% 1
2023
Q2 		$37.4M Buy
1,376,667
+88,684
+7% +$2.29M 44.54% 1
2023
Q1 		$32.8M Sell
1,287,983
-303,389
-19% -$7.69M 42.22% 1
2022
Q4 		$38.6M Buy
1,591,372
+106,182
+7% +$2.58M 43.21% 1
2022
Q3 		$33M Buy
1,485,190
+151,003
+11% +$3.71M 38.35% 1
2022
Q2 		$31.1M Buy
1,334,187
+347,727
+35% +$8.8M 25.26% 1
2022
Q1 		$27.2M Buy
+986,460
New +$27M 21.81% 1

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

Chico Wealth RIA's DFAC Position: Q2 2026 in Review

Chico Wealth RIA increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.63% in Q2 2026, buying an estimated $483K and bringing the position to 1,806,421 shares worth $80.1M. The position accounts for 41.75% of the portfolio, ranked #1.

Chico Wealth RIA first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Chico Wealth RIA held 1,806,421 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $80.1M as of Q2 2026.
  • Chico Wealth RIA bought 11,291 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $483K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 41.75% of Chico Wealth RIA's portfolio in Q2 2026, its #1 holding.
  • Chico Wealth RIA first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2022 and has held it in 18 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 Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.