Financial Insights’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Financial Insights’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	$3.23M	Sell	72,907 -5,288	-7%	-$226K	0.85%	24
2026 Q1	$3.04M	Sell	78,195 -4,717	-6%	-$190K	0.98%	21
2025 Q4	$3.28M	Sell	82,912 -6,340	-7%	-$247K	1.1%	18
2025 Q3	$3.44M	Sell	89,252 -18,869	-17%	-$704K	1.14%	18
2025 Q2	$3.88M	Sell	108,121 -52,641	-33%	-$1.76M	1.42%	16
2025 Q1	$5.3M	Sell	160,762 -37,712	-19%	-$1.31M	2.11%	12
2024 Q4	$6.87M	Sell	198,474 -37,877	-16%	-$1.33M	2.55%	12
2024 Q3	$8.1M	Sell	236,351 -42,590	-15%	-$1.41M	2.56%	11
2024 Q2	$8.99M	Sell	278,941 -34,641	-11%	-$1.09M	2.5%	11
2024 Q1	$10M	Sell	313,582 -122,473	-28%	-$3.7M	2.79%	10
2023 Q4	$12.7M	Sell	436,055 -21,056	-5%	-$570K	3.99%	7
2023 Q3	$11.6M	Sell	457,111 -40,969	-8%	-$1.12M	4.14%	6
2023 Q2	$13.5M	Buy	498,080 +64,691	+15%	+$1.67M	4.97%	6
2023 Q1	$11M	Buy	433,389 +158,461	+58%	+$4.01M	4.5%	6
2022 Q4	$6.68M	Buy	274,928 +128,870	+88%	+$3.13M	3.16%	7
2022 Q3	$3.25M	Buy	146,058 +110,752	+314%	+$2.72M	2.19%	9
2022 Q2	$823K	Buy	+35,306	New	+$894K	0.84%	31

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

Financial Insights's DFAC Position: Q2 2026 in Review

Financial Insights reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6.8% in Q2 2026, selling an estimated $226K and leaving 72,907 shares worth $3.23M. The position accounts for 0.85% of the portfolio, ranked #24.

Financial Insights first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.5M in Q2 2023. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Financial Insights held 72,907 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.23M as of Q2 2026.
Financial Insights sold 5,288 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $226K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.85% of Financial Insights's portfolio in Q2 2026, its #24 holding.
Financial Insights first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
Financial Insights's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $13.5M in Q2 2023.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.