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

David 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
2025
Q2 		$26.6M Buy
741,701
+44,625
+6% +$1.49M 19.79% 1
2025
Q1 		$23M Buy
697,076
+5,046
+0.7% +$175K 19.24% 1
2024
Q4 		$23.9M Buy
+692,030
New +$24.4M 19.77% 1

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

David Wealth Management's DFAC Position: Q2 2025 in Review

David Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6.4% in Q2 2025, buying an estimated $1.49M and bringing the position to 741,701 shares worth $26.6M. The position accounts for 19.79% of the portfolio, ranked #1.

David Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • David Wealth Management held 741,701 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $26.6M as of Q2 2025.
  • David Wealth Management bought 44,625 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2025, an estimated $1.49M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 19.79% of David Wealth Management's portfolio in Q2 2025, its #1 holding.
  • David Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.