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

Envision Financial Planning’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	$221K	Buy	+4,983	New	+$213K	0.07%	51
2026 Q1	–	Sell	-5,077	Closed	-$201K	–	52
2025 Q4	$201K	Buy	+5,077	New	+$198K	0.08%	46

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

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

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

Envision Financial Planning's DFAC Position: Q2 2026 in Review

Envision Financial Planning opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 4,983 shares worth $221K. The stake represents 0.07% of the portfolio and ranks #51 among its holdings. This is a return to the name: Envision Financial Planning previously reported a position in DFAC as recently as Q4 2025.

Envision Financial Planning first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Envision Financial Planning held 4,983 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $221K as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Envision Financial Planning position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.07% of Envision Financial Planning's portfolio in Q2 2026, its #51 holding.
Envision Financial Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 2 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.