Everest Management Corp’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Everest Management Corp’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	$4.79M	Hold	108,049	–	–	1.79%	17
2026 Q1	$4.2M	Hold	108,049	–	–	2.13%	13
2025 Q4	$4.28M	Sell	108,049 -6,000	-5%	-$234K	2.39%	11
2025 Q3	$4.4M	Hold	114,049	–	–	2.8%	7
2025 Q2	$4.09M	Hold	114,049	–	–	2.94%	6
2025 Q1	$3.76M	Hold	114,049	–	–	3.43%	5
2024 Q4	$3.94M	Buy	+114,049	New	+$4.02M	3.47%	6

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

Everest Management Corp's DFAC Position: Q2 2026 in Review

Everest Management Corp held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 108,049 shares worth $4.79M. The position accounts for 1.79% of the portfolio, ranked #17.

Everest Management Corp first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Everest Management Corp held 108,049 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $4.79M as of Q2 2026.
Everest Management Corp left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.79% of Everest Management Corp's portfolio in Q2 2026, its #17 holding.
Everest Management Corp first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.