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

Destiny Wealth Partners’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	$558K	Sell	12,550 -776	-6%	-$33.2K	0.08%	88
2026 Q1	$518K	Hold	13,326	–	–	0.06%	137
2025 Q4	$544K	Hold	13,326	–	–	0.06%	122
2025 Q3	$514K	Hold	13,326	–	–	0.06%	126
2025 Q2	$478K	Hold	13,326	–	–	0.06%	123
2025 Q1	$440K	Hold	13,326	–	–	0.07%	112
2024 Q4	$461K	Hold	13,326	–	–	0.08%	113
2024 Q3	$457K	Hold	13,326	–	–	0.08%	106
2024 Q2	$430K	Hold	13,326	–	–	0.08%	106
2024 Q1	$426K	Hold	13,326	–	–	0.08%	104
2023 Q4	$382K	Hold	13,326	–	–	0.07%	113
2023 Q3	$349K	Hold	13,326	–	–	0.07%	119
2023 Q2	$371K	Hold	13,326	–	–	0.07%	116
2023 Q1	$340K	Hold	13,326	–	–	0.07%	121
2022 Q4	$324K	Hold	13,326	–	–	0.07%	134
2022 Q3	$296K	Hold	13,326	–	–	0.07%	131
2022 Q2	$310K	Hold	13,326	–	–	0.07%	116
2022 Q1	$368K	Hold	13,326	–	–	0.07%	111
2021 Q4	$386K	Hold	13,326	–	–	0.07%	123
2021 Q3	$354K	Hold	13,326	–	–	0.07%	124
2021 Q2	$360K	Buy	+13,326	New	+$354K	0.07%	146

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

Destiny Wealth Partners's DFAC Position: Q2 2026 in Review

Destiny Wealth Partners reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.8% in Q2 2026, selling an estimated $33.2K and leaving 12,550 shares worth $558K. The position accounts for 0.08% of the portfolio, ranked #88.

Destiny Wealth Partners first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Destiny Wealth Partners held 12,550 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $558K as of Q2 2026.
Destiny Wealth Partners sold 776 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $33.2K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.08% of Destiny Wealth Partners's portfolio in Q2 2026, its #88 holding.
Destiny Wealth Partners 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.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.