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

Concurrent Investment 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 		$16.5M Buy
371,019
+18,519
+5% +$792K 0.14% 155
2026
Q1 		$13.7M Buy
352,500
+309,844
+726% +$12.5M 0.15% 148
2025
Q4 		$1.69M Buy
42,656
+9,754
+30% +$381K 0.02% 632
2025
Q3 		$1.27M Buy
32,902
+1,004
+3% +$37.5K 0.02% 589
2025
Q2 		$1.14M Buy
31,898
+22,358
+234% +$746K 0.02% 562
2025
Q1 		$315K Buy
+9,540
New +$331K 0.01% 905

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

Concurrent Investment Advisors's DFAC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.3% in Q2 2026, buying an estimated $792K and bringing the position to 371,019 shares worth $16.5M. The position accounts for 0.14% of the portfolio, ranked #155.

Concurrent Investment Advisors first reported a position in DFAC in Q1 2025 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Concurrent Investment Advisors held 371,019 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $16.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 18,519 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $792K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.14% of Concurrent Investment Advisors's portfolio in Q2 2026, its #155 holding.
  • Concurrent Investment Advisors 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.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.