Clearstead Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Clearstead Advisors’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	$349K	Hold	7,857	–	–	﹤0.01%	878
2026 Q1	$305K	Hold	7,857	–	–	﹤0.01%	853
2025 Q4	$311K	Hold	7,857	–	–	﹤0.01%	800
2025 Q3	$303K	Hold	7,857	–	–	﹤0.01%	779
2025 Q2	$282K	Buy	7,857 +2,619	+50%	+$87.4K	﹤0.01%	788
2025 Q1	$173K	Sell	5,238 -2,619	-33%	-$90.9K	﹤0.01%	866
2024 Q4	$272K	Hold	7,857	–	–	﹤0.01%	760
2024 Q3	$269K	Hold	7,857	–	–	﹤0.01%	758
2024 Q2	$253K	Hold	7,857	–	–	﹤0.01%	739
2024 Q1	$248K	Hold	7,857	–	–	0.01%	437
2023 Q4	$230K	Hold	7,857	–	–	0.01%	440
2023 Q3	$206K	Hold	7,857	–	–	0.01%	425
2023 Q2	$213K	Sell	7,857 -643	-8%	-$16.6K	0.01%	422
2023 Q1	$217K	Sell	8,500 -726	-8%	-$18.4K	0.02%	381
2022 Q4	$224K	Hold	9,226	–	–	0.02%	364
2022 Q3	$205K	Hold	9,226	–	–	0.02%	358
2022 Q2	$215K	Hold	9,226	–	–	0.02%	363
2022 Q1	$254K	Hold	9,226	–	–	0.02%	375
2021 Q4	$267K	Buy	+9,226	New	+$260K	0.02%	343

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Clearstead Advisors's DFAC Position: Q2 2026 in Review

Clearstead Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 7,857 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Clearstead Advisors 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.

Clearstead Advisors held 7,857 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $349K as of Q2 2026.
Clearstead Advisors 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 ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #878 holding.
Clearstead Advisors 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.