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

Copia Wealth Management’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	$77.1K	Hold	1,737	–	–	0.05%	168
2026 Q1	$67.5K	Sell	1,737 -173	-9%	-$6.97K	0.05%	170
2025 Q4	$75.6K	Hold	1,910	–	–	0.05%	165
2025 Q3	$73.7K	Sell	1,910 -300	-14%	-$11.2K	0.05%	156
2025 Q2	$79.2K	Buy	+2,210	New	+$73.7K	0.07%	133

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

Copia Wealth Management's DFAC Position: Q2 2026 in Review

Copia Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 1,737 shares worth $77.1K. The position accounts for 0.05% of the portfolio, ranked #168.

Copia Wealth Management first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $79.2K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Copia Wealth Management held 1,737 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $77.1K as of Q2 2026.
Copia Wealth Management 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 0.05% of Copia Wealth Management's portfolio in Q2 2026, its #168 holding.
Copia Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
Copia Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $79.2K in Q2 2025.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.