Family Office Research’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Family Office Research’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	$14.2M	Sell	321,210 -2,006	-0.6%	-$85.8K	5.34%	6
2026 Q1	$12.6M	Sell	323,216 -1,735	-0.5%	-$69.9K	5.46%	5
2025 Q4	$13M	Sell	324,951 -5,272	-2%	-$206K	5.31%	7
2025 Q3	$12.7M	Buy	330,223 +2,130	+0.6%	+$79.5K	5.57%	6
2025 Q2	$11.8M	Sell	328,093 -34,054	-9%	-$1.14M	5.56%	6
2025 Q1	$11.9M	Buy	362,147 +11,861	+3%	+$412K	5.82%	6
2024 Q4	$12.1M	Buy	+350,286	New	+$12.3M	5.31%	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

Family Office Research's DFAC Position: Q2 2026 in Review

Family Office Research reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.62% in Q2 2026, selling an estimated $85.8K and leaving 321,210 shares worth $14.2M. The position accounts for 5.34% of the portfolio, ranked #6.

Family Office Research 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.

Family Office Research held 321,210 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $14.2M as of Q2 2026.
Family Office Research sold 2,006 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $85.8K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 5.34% of Family Office Research's portfolio in Q2 2026, its #6 holding.
Family Office Research 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 Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.