EFS
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Essex Financial Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Essex Financial 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 		$1.44M Buy
32,367
+6,977
+27% +$298K 0.07% 238
2026
Q1 		$987K Buy
25,390
+5,601
+28% +$226K 0.06% 296
2025
Q4 		$783K Buy
19,789
+11,119
+128% +$434K 0.04% 337
2025
Q3 		$334K Buy
8,670
+187
+2% +$6.98K 0.02% 547
2025
Q2 		$304K Buy
8,483
+635
+8% +$21.2K 0.02% 544
2025
Q1 		$259K Hold
7,848
– – 0.02% 534
2024
Q4 		$271K Buy
7,848
+628
+9% +$22.1K 0.02% 514
2024
Q3 		$251K Hold
7,220
– – 0.02% 538
2024
Q2 		$230K Buy
+7,220
New +$228K 0.02% 548
2022
Q3 		– Sell
-8,910
Closed -$208K – 462
2022
Q2 		$208K Buy
8,910
+13
+0.1% +$329 0.02% 457
2022
Q1 		$245K Buy
8,897
+12
+0.1% +$329 0.02% 422
2021
Q4 		$257K Buy
8,885
+20
+0.2% +$564 0.03% 403
2021
Q3 		$236K Buy
8,865
+15
+0.2% +$408 0.03% 403
2021
Q2 		$239K Buy
+8,850
New +$235K 0.03% 386

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

Essex Financial Services's DFAC Position: Q2 2026 in Review

Essex Financial Services increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 27% in Q2 2026, buying an estimated $298K and bringing the position to 32,367 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #238.

Essex Financial Services first reported a position in DFAC in Q2 2021 and has held it in 14 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Essex Financial Services held 32,367 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.44M as of Q2 2026.
  • Essex Financial Services bought 6,977 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $298K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #238 holding.
  • Essex Financial Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 14 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 Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.