Forthright Family Wealth Advisory’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Forthright Family Wealth Advisory's DFAC Position: Q2 2026 in Review
Forthright Family Wealth Advisory opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 291,271 shares worth $12.9M. The stake represents 7.31% of the portfolio and ranks #3 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in DFAC as recently as Q4 2025.
Forthright Family Wealth Advisory first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. 1,225 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.
- Forthright Family Wealth Advisory held 291,271 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $12.9M as of Q2 2026.
- U.S. Core Equity 2 Portfolio ETF Class Shares was a new Forthright Family Wealth Advisory position in Q2 2026.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 7.31% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #3 holding.
- Forthright Family Wealth Advisory first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 7 quarters since.
- 1,225 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.
Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.