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

Citizens 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	$2.86M	Sell	64,556 -521	-0.8%	-$22.3K	0.03%	256
2026 Q1	$2.53M	Hold	65,077	–	–	0.04%	254
2025 Q4	$2.58M	Sell	65,077 -3,820	-6%	-$149K	0.03%	249
2025 Q3	$2.66M	Hold	68,897	–	–	0.04%	241
2025 Q2	$2.47M	Buy	68,897 +15,923	+30%	+$531K	0.04%	237
2025 Q1	$1.75M	Buy	+52,974	New	+$1.84M	0.03%	249

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

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

Citizens Financial Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.8% in Q2 2026, selling an estimated $22.3K and leaving 64,556 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #256.

Citizens Financial Group first reported a position in DFAC in Q1 2025 and has held it in 6 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Citizens Financial Group held 64,556 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.86M as of Q2 2026.
Citizens Financial Group sold 521 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $22.3K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Citizens Financial Group's portfolio in Q2 2026, its #256 holding.
Citizens Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.