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

Evergreen Wealth 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	$1.02M	Buy	22,108 +55	+0.2%	+$2.35K	0.05%	206
2026 Q1	$857K	Buy	+22,053	New	+$888K	0.06%	178

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

Evergreen Wealth Solutions's DFAC Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.25% in Q2 2026, buying an estimated $2.35K and bringing the position to 22,108 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #206.

Evergreen Wealth Solutions first reported a position in DFAC in Q1 2026 and has held it in 2 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Evergreen Wealth Solutions held 22,108 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.02M as of Q2 2026.
Evergreen Wealth Solutions bought 55 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.35K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #206 holding.
Evergreen Wealth Solutions first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2026 and has held it in 2 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 Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.