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

E-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 		$3.29M Sell
74,115
-4,884
-6% -$209K 2.38% 10
2026
Q1 		$3.07M Buy
78,999
+15,182
+24% +$612K 2.48% 11
2025
Q4 		$2.53M Buy
+63,817
New +$2.49M 2.12% 11

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

E-Wealth Partners's DFAC Position: Q2 2026 in Review

E-Wealth Partners reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6.2% in Q2 2026, selling an estimated $209K and leaving 74,115 shares worth $3.29M. The position accounts for 2.38% of the portfolio, ranked #10.

E-Wealth Partners first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • E-Wealth Partners held 74,115 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.29M as of Q2 2026.
  • E-Wealth Partners sold 4,884 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $209K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.38% of E-Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • E-Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.