Ferguson Johnson Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Ferguson Johnson Wealth Management’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	$13.7M	Sell	308,320 -4,411	-1%	-$189K	9.97%	2
2026 Q1	$12.2M	Buy	312,731 +12,947	+4%	+$522K	9.86%	2
2025 Q4	$11.9M	Buy	+299,784	New	+$11.7M	9.87%	2

Other funds holding DFAC

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Ferguson Johnson Wealth Management's DFAC Position: Q2 2026 in Review

Ferguson Johnson Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.4% in Q2 2026, selling an estimated $189K and leaving 308,320 shares worth $13.7M. The position accounts for 9.97% of the portfolio, ranked #2.

Ferguson Johnson Wealth Management first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Ferguson Johnson Wealth Management held 308,320 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $13.7M as of Q2 2026.
Ferguson Johnson Wealth Management sold 4,411 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $189K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 9.97% of Ferguson Johnson Wealth Management's portfolio in Q2 2026, its #2 holding.
Ferguson Johnson Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Ferguson Johnson Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.