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

EnRich Financial 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	$639K	Buy	14,409 +144	+1%	+$6.16K	0.15%	36
2026 Q1	$554K	Buy	14,265 +1,163	+9%	+$46.9K	0.15%	37
2025 Q4	$519K	Buy	13,102 +372	+3%	+$14.5K	0.14%	35
2025 Q3	$491K	Sell	12,730 -274	-2%	-$10.2K	0.14%	37
2025 Q2	$466K	Sell	13,004 -779	-6%	-$26K	0.14%	37
2025 Q1	$455K	Buy	13,783 +688	+5%	+$23.9K	0.15%	33
2024 Q4	$453K	Sell	13,095 -289	-2%	-$10.2K	0.15%	34
2024 Q3	$459K	Buy	13,384 +902	+7%	+$29.8K	0.15%	34
2024 Q2	$402K	Sell	12,482 -2,670	-18%	-$84.2K	0.15%	34
2024 Q1	$484K	Buy	15,152 +328	+2%	+$9.9K	0.18%	30
2023 Q4	$433K	Buy	+14,824	New	+$401K	0.18%	32

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

EnRich Financial Partners's DFAC Position: Q2 2026 in Review

EnRich Financial Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1% in Q2 2026, buying an estimated $6.16K and bringing the position to 14,409 shares worth $639K. The position accounts for 0.15% of the portfolio, ranked #36.

EnRich Financial Partners first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

EnRich Financial Partners held 14,409 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $639K as of Q2 2026.
EnRich Financial Partners bought 144 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.16K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.15% of EnRich Financial Partners's portfolio in Q2 2026, its #36 holding.
EnRich Financial Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 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 EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.