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

CSP Financial 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 		$41M Buy
925,242
+50,738
+6% +$2.17M 34.98% 1
2026
Q1 		$34M Buy
+874,504
New +$35.2M 34.79% 1

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

CSP Financial Group's DFAC Position: Q2 2026 in Review

CSP Financial Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.8% in Q2 2026, buying an estimated $2.17M and bringing the position to 925,242 shares worth $41M. The position accounts for 34.98% of the portfolio, ranked #1.

CSP Financial Group first reported a position in DFAC in Q1 2026 and has held it in 2 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • CSP Financial Group held 925,242 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $41M as of Q2 2026.
  • CSP Financial Group bought 50,738 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.17M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 34.98% of CSP Financial Group's portfolio in Q2 2026, its #1 holding.
  • CSP Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2026 and has held it in 2 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 CSP Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.