Diversify Advisory Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Diversify Advisory Services’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	$19.1M	Buy	+430,908	New	+$18.4M	0.32%	62
2026 Q1	–	Sell	-84,002	Closed	-$3.42M	–	363
2025 Q4	$3.42M	Buy	84,002 +57,902	+222%	+$2.26M	0.11%	138
2025 Q3	$1.02M	Buy	26,100 +6	+0%	+$224	0.03%	365
2025 Q2	$973K	Sell	26,094 -1,023	-4%	-$34.1K	0.04%	339
2025 Q1	$877K	Sell	27,117 -3,872	-12%	-$134K	0.05%	243
2024 Q4	$1.06M	Sell	30,989 -37	-0.1%	-$1.3K	0.06%	221
2024 Q3	$1.08M	Buy	31,026 +7	+0%	+$231	0.06%	239
2024 Q2	$1.01M	Buy	31,019 +7	+0%	+$221	0.06%	241
2024 Q1	$987K	Buy	+31,012	New	+$936K	0.06%	256

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Diversify Advisory Services's DFAC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 430,908 shares worth $19.1M. The stake represents 0.32% of the portfolio and ranks #62 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DFAC as recently as Q4 2025.

Diversify Advisory Services first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Diversify Advisory Services held 430,908 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $19.1M as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Diversify Advisory Services position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.32% of Diversify Advisory Services's portfolio in Q2 2026, its #62 holding.
Diversify Advisory Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and has held it in 9 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.