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

Envestnet Portfolio Solutions’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	$446K	Buy	10,062 +1,462	+17%	+$62.5K	﹤0.01%	1036
2026 Q1	$334K	Sell	8,600 -17,803	-67%	-$717K	﹤0.01%	1068
2025 Q4	$1.05M	Buy	26,403 +74	+0.3%	+$2.89K	﹤0.01%	739
2025 Q3	$1.02M	Sell	26,329 -17,405	-40%	-$650K	﹤0.01%	733
2025 Q2	$1.57M	Buy	43,734 +505	+1%	+$16.8K	0.01%	643
2025 Q1	$1.43M	Sell	43,229 -94,898	-69%	-$3.29M	0.01%	694
2024 Q4	$4.78M	Sell	138,127 -10,447	-7%	-$368K	0.02%	408
2024 Q3	$5.09M	Buy	148,574 +73,587	+98%	+$2.43M	0.02%	386
2024 Q2	$2.42M	Sell	74,987 -7,030	-9%	-$222K	0.01%	581
2024 Q1	$2.62M	Sell	82,017 -8,350	-9%	-$252K	0.01%	554
2023 Q4	$2.64M	Sell	90,367 -2,307	-2%	-$62.4K	0.01%	518
2023 Q3	$2.43M	Buy	+92,674	New	+$2.53M	0.01%	491

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

Envestnet Portfolio Solutions's DFAC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 17% in Q2 2026, buying an estimated $62.5K and bringing the position to 10,062 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Envestnet Portfolio Solutions first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.09M in Q3 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Envestnet Portfolio Solutions held 10,062 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $446K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,462 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $62.5K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1036 holding.
Envestnet Portfolio Solutions first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $5.09M in Q3 2024.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.