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

EverSource Wealth Advisors’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 		$25.7M Sell
580,195
-109,545
-16% -$4.69M 0.87% 23
2026
Q1 		$26.8M Sell
689,740
-518
-0.1% -$20.9K 0.82% 24
2025
Q4 		$27.3M Sell
690,258
-43,344
-6% -$1.69M 1.01% 23
2025
Q3 		$28.3M Buy
733,602
+37,452
+5% +$1.4M 1.12% 17
2025
Q2 		$25M Buy
696,150
+133,004
+24% +$4.44M 1.13% 18
2025
Q1 		$18.6M Buy
563,146
+63,453
+13% +$2.2M 1.02% 22
2024
Q4 		$17.3M Buy
499,693
+37,673
+8% +$1.33M 0.97% 23
2024
Q3 		$15.8M Buy
462,020
+5,062
+1% +$167K 1% 23
2024
Q2 		$15.2M Buy
456,958
+6,907
+2% +$218K 1.01% 22
2024
Q1 		$13.7M Buy
450,051
+58,328
+15% +$1.76M 1.08% 21
2023
Q4 		$11.5M Sell
391,723
-89,895
-19% -$2.43M 1.05% 19
2023
Q3 		$12.6M Buy
481,618
+49,835
+12% +$1.36M 1.34% 13
2023
Q2 		$11.7M Buy
431,783
+19,965
+5% +$515K 1.29% 13
2023
Q1 		$10.5M Buy
411,818
+36,076
+10% +$914K 1.31% 12
2022
Q4 		$9.12M Buy
375,742
+24,027
+7% +$584K 1.38% 12
2022
Q3 		$7.82M Buy
351,715
+89,489
+34% +$2.2M 1.79% 10
2022
Q2 		$6.11M Buy
262,226
+33,684
+15% +$853K 1.58% 9
2022
Q1 		$6.3M Buy
228,542
+43,808
+24% +$1.2M 1.6% 10
2021
Q4 		$5.35M Buy
+184,734
New +$5.21M 1.5% 13

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

EverSource Wealth Advisors's DFAC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 16% in Q2 2026, selling an estimated $4.69M and leaving 580,195 shares worth $25.7M. The position accounts for 0.87% of the portfolio, ranked #23.

EverSource Wealth Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.3M in Q3 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • EverSource Wealth Advisors held 580,195 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $25.7M as of Q2 2026.
  • EverSource Wealth Advisors sold 109,545 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.69M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.87% of EverSource Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • EverSource Wealth Advisors 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.
  • EverSource Wealth Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $28.3M in Q3 2025.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.