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

Continuum Advisory’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	$199K	Buy	+4,481	New	+$192K	0.02%	471
2025 Q2	–	Sell	-4,424	Closed	-$146K	–	678
2025 Q1	$146K	Buy	4,424 +18	+0.4%	+$625	0.02%	452
2024 Q4	$152K	Sell	4,406 -199	-4%	-$7.01K	0.02%	440
2024 Q3	$164K	Buy	4,605 +304	+7%	+$10K	0.02%	432
2024 Q2	$139K	Hold	4,301	–	–	0.02%	432
2024 Q1	$136K	Buy	+4,301	New	+$130K	0.02%	432
2023 Q2	–	Sell	-18,259	Closed	-$465K	–	449
2023 Q1	$465K	Buy	18,259 +34	+0.2%	+$861	0.08%	272
2022 Q4	$442K	Buy	18,225 +71	+0.4%	+$1.73K	0.08%	283
2022 Q3	$404K	Buy	18,154 +54	+0.3%	+$1.33K	0.07%	275
2022 Q2	$422K	Buy	18,100 +51	+0.3%	+$1.29K	0.08%	276
2022 Q1	$459K	Buy	18,049 +31	+0.2%	+$849	0.09%	259
2021 Q4	$522K	Buy	18,018 +55	+0.3%	+$1.55K	0.12%	178
2021 Q3	$477K	Buy	17,963 +39	+0.2%	+$1.06K	0.13%	168
2021 Q2	$484K	Buy	+17,924	New	+$476K	0.15%	150

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 $1.67B AUM 11.93% 1-Year Est. Return

Continuum Advisory's DFAC Position: Q2 2026 in Review

Continuum Advisory opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 4,481 shares worth $199K. The stake represents 0.02% of the portfolio and ranks #471 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in DFAC as recently as Q1 2025.

Continuum Advisory first reported a position in DFAC in Q2 2021 and has held it in 14 quarters since. The position peaked at $522K in Q4 2021. 1,226 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Continuum Advisory held 4,481 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $199K as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Continuum Advisory position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #471 holding.
Continuum Advisory first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 14 quarters since.
Continuum Advisory's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $522K in Q4 2021.
1,226 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.