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

Fortitude Family Office’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	$148K	Hold	3,333	–	–	0.03%	154
2026 Q1	$130K	Hold	3,333	–	–	0.03%	146
2025 Q4	$132K	Hold	3,333	–	–	0.03%	166
2025 Q3	$129K	Sell	3,333 -1,383	-29%	-$51.6K	0.03%	166
2025 Q2	$169K	Buy	4,716 +1,383	+41%	+$46.1K	0.06%	136
2025 Q1	$110K	Hold	3,333	–	–	0.04%	149
2024 Q4	$115K	Buy	3,333 +2,332	+233%	+$82.1K	0.04%	164
2024 Q3	$34.3K	Buy	+1,001	New	+$33.1K	0.01%	305

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

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

Fortitude Family Office held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 3,333 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #154.

Fortitude Family Office first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $169K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Fortitude Family Office held 3,333 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $148K as of Q2 2026.
Fortitude Family Office left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #154 holding.
Fortitude Family Office first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
Fortitude Family Office's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $169K in Q2 2025.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.