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

Copperleaf Capital’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
2025 Q3	$6.15M	Sell	159,338 -4,336	-3%	-$162K	2.95%	4
2025 Q2	$5.87M	Buy	163,674 +21,753	+15%	+$726K	2.97%	6
2025 Q1	$4.68M	Buy	141,921 +1,462	+1%	+$50.8K	2.8%	7
2024 Q4	$4.86M	Buy	140,459 +4,927	+4%	+$174K	3.08%	5
2024 Q3	$4.65M	Buy	135,532 +4,540	+3%	+$150K	3.56%	4
2024 Q2	$4.22M	Sell	130,992 -931	-0.7%	-$29.4K	3.38%	4
2024 Q1	$4.21M	Sell	131,923 -1,304	-1%	-$39.4K	3.65%	3
2023 Q4	$3.89M	Sell	133,227 -122,904	-48%	-$3.33M	3.97%	3
2023 Q3	$6.71M	Buy	256,131 +67,749	+36%	+$1.85M	7.26%	2
2023 Q2	$5.11M	Buy	188,382 +71,017	+61%	+$1.83M	4.79%	3
2023 Q1	$2.99M	Buy	117,365 +81,455	+227%	+$2.06M	2.97%	6
2022 Q4	$872K	Sell	35,910 -12,535	-26%	-$305K	1%	30
2022 Q3	$1.08M	Buy	48,445 +10,189	+27%	+$250K	1.17%	28
2022 Q2	$891K	Buy	+38,256	New	+$969K	0.9%	34

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Copperleaf Capital's DFAC Position: Q3 2025 in Review

Copperleaf Capital reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.6% in Q3 2025, selling an estimated $162K and leaving 159,338 shares worth $6.15M. The position accounts for 2.95% of the portfolio, ranked #4.

Copperleaf Capital first reported a position in DFAC in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.71M in Q3 2023. 1,049 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

Copperleaf Capital held 159,338 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $6.15M as of Q3 2025.
Copperleaf Capital sold 4,336 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2025, an estimated $162K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.95% of Copperleaf Capital's portfolio in Q3 2025, its #4 holding.
Copperleaf Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 14 quarters since.
Copperleaf Capital's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $6.71M in Q3 2023.
1,049 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.