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

Cornerstone Wealth Group’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	$446K	Hold	10,065	–	–	0.03%	260
2026 Q1	$422K	Hold	10,065	–	–	0.03%	258
2025 Q4	$398K	Hold	10,065	–	–	0.03%	235
2025 Q3	$388K	Hold	10,065	–	–	0.03%	229
2025 Q2	$361K	Sell	10,065 -50,881	-83%	-$1.7M	0.03%	221
2025 Q1	$2.01M	Hold	60,946	–	–	0.17%	109
2024 Q4	$2.11M	Hold	60,946	–	–	0.17%	107
2024 Q3	$2.09M	Hold	60,946	–	–	0.17%	105
2024 Q2	$1.96M	Hold	60,946	–	–	0.17%	102
2024 Q1	$1.95M	Hold	60,946	–	–	0.18%	99
2023 Q4	$1.78M	Sell	60,946 -8,033	-12%	-$217K	0.26%	82
2023 Q3	$1.81M	Hold	68,979	–	–	0.32%	83
2023 Q2	$1.87M	Buy	68,979 +665	+1%	+$17.1K	0.34%	81
2023 Q1	$1.74M	Hold	68,314	–	–	0.31%	88
2022 Q4	$1.66M	Hold	68,314	–	–	0.31%	77
2022 Q3	$1.52M	Hold	68,314	–	–	0.34%	72
2022 Q2	$1.59M	Hold	68,314	–	–	0.33%	77
2022 Q1	$1.88M	Sell	68,314 -707	-1%	-$19.4K	0.35%	87
2021 Q4	$2M	Sell	69,021 -14,905	-18%	-$421K	0.34%	81
2021 Q3	$2.23M	Hold	83,926	–	–	0.39%	79
2021 Q2	$2.19M	Buy	+83,926	New	+$2.23M	0.45%	72

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

Cornerstone Wealth Group's DFAC Position: Q2 2026 in Review

Cornerstone Wealth Group held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 10,065 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #260.

Cornerstone Wealth Group first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.23M in Q3 2021. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Cornerstone Wealth Group held 10,065 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $446K as of Q2 2026.
Cornerstone Wealth Group 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 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #260 holding.
Cornerstone Wealth Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
Cornerstone Wealth Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $2.23M in Q3 2021.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.