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

Diversified Enterprises’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 		$17.9M Buy
403,495
+5,658
+1% +$242K 0.87% 19
2026
Q1 		$15.5M Buy
+397,837
New +$16M 0.85% 18

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

Diversified Enterprises's DFAC Position: Q2 2026 in Review

Diversified Enterprises increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.4% in Q2 2026, buying an estimated $242K and bringing the position to 403,495 shares worth $17.9M. The position accounts for 0.87% of the portfolio, ranked #19.

Diversified Enterprises 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.

  • Diversified Enterprises held 403,495 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $17.9M as of Q2 2026.
  • Diversified Enterprises bought 5,658 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $242K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.87% of Diversified Enterprises's portfolio in Q2 2026, its #19 holding.
  • Diversified Enterprises 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 Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.