Evensky & Katz’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Evensky & Katz’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	$29K	Buy	656 +2	+0.3%	+$86	﹤0.01%	71
2026 Q1	$25K	Buy	654 +1	+0.2%	+$40	﹤0.01%	72
2025 Q4	$26K	Buy	653 +2	+0.3%	+$78	﹤0.01%	72
2025 Q3	$25K	Buy	651 +2	+0.3%	+$75	﹤0.01%	73
2025 Q2	$23K	Buy	649 +2	+0.3%	+$67	﹤0.01%	73
2025 Q1	$21K	Sell	647 -585	-47%	-$20.3K	﹤0.01%	78
2024 Q4	$43K	Sell	1,232 -6,693	-84%	-$236K	﹤0.01%	78
2024 Q3	$272K	Buy	7,925 +21	+0.3%	+$694	0.02%	70
2024 Q2	$255K	Sell	7,904 -658	-8%	-$20.8K	0.02%	70
2024 Q1	$274K	Buy	8,562 +14	+0.2%	+$423	0.02%	69
2023 Q4	$250K	Buy	8,548 +26	+0.3%	+$704	0.02%	69
2023 Q3	$223K	Buy	8,522 +27	+0.3%	+$737	0.02%	68
2023 Q2	$231K	Buy	8,495 +25	+0.3%	+$644	0.02%	66
2023 Q1	$216K	Buy	8,470 +17	+0.2%	+$431	0.02%	67
2022 Q4	$205K	Buy	8,453 +37	+0.4%	+$900	0.02%	66
2022 Q3	$187K	Buy	8,416 +27	+0.3%	+$663	0.02%	67
2022 Q2	$195K	Buy	8,389 +27	+0.3%	+$684	0.02%	65
2022 Q1	$231K	Sell	8,362 -3,891	-32%	-$107K	0.02%	60
2021 Q4	$355K	Buy	+12,253	New	+$346K	0.03%	53

Other funds holding DFAC

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

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

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

Evensky & Katz's DFAC Position: Q2 2026 in Review

Evensky & Katz increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.31% in Q2 2026, buying an estimated $86 and bringing the position to 656 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #71.

Evensky & Katz first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $355K in Q4 2021. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Evensky & Katz held 656 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $29K as of Q2 2026.
Evensky & Katz bought 2 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $86.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Evensky & Katz's portfolio in Q2 2026, its #71 holding.
Evensky & Katz first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
Evensky & Katz's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $355K in Q4 2021.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.