Fielder Capital Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Fielder Capital Group’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	$329K	Sell	7,414 -441	-6%	-$18.9K	0.07%	190
2026 Q1	$305K	Buy	7,855 +203	+3%	+$8.18K	0.07%	189
2025 Q4	$303K	Hold	7,652	–	–	0.06%	186
2025 Q3	$295K	Sell	7,652 -667	-8%	-$24.9K	0.07%	177
2025 Q2	$298K	Sell	8,319 -991	-11%	-$33.1K	0.08%	161
2025 Q1	$307K	Hold	9,310	–	–	0.09%	149
2024 Q4	$322K	Hold	9,310	–	–	0.1%	135
2024 Q3	$319K	Sell	9,310 -16,173	-63%	-$534K	0.11%	127
2024 Q2	$822K	Sell	25,483 -3,761	-13%	-$119K	0.32%	57
2024 Q1	$934K	Sell	29,244 -12,043	-29%	-$364K	0.42%	41
2023 Q4	$1.21M	Buy	+41,287	New	+$1.12M	0.73%	28

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 $468B AUM 17.69% 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 $35B AUM 15.18% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Fielder Capital Group's DFAC Position: Q2 2026 in Review

Fielder Capital Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.6% in Q2 2026, selling an estimated $18.9K and leaving 7,414 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #190.

Fielder Capital Group first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2023. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Fielder Capital Group held 7,414 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $329K as of Q2 2026.
Fielder Capital Group sold 441 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $18.9K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.07% of Fielder Capital Group's portfolio in Q2 2026, its #190 holding.
Fielder Capital Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
Fielder Capital Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.21M in Q4 2023.
1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.