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Foster Victor Wealth Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Foster Victor Wealth Advisors’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 		$769K Buy
17,291
+42
+0.2% +$1.8K 0.04% 153
2026
Q1 		$712K Buy
17,249
+44
+0.3% +$1.77K 0.04% 144
2025
Q4 		$700K Buy
17,205
+39
+0.2% +$1.52K 0.04% 142
2025
Q3 		$666K Buy
17,166
+48
+0.3% +$1.79K 0.04% 136
2025
Q2 		$624K Buy
17,118
+51
+0.3% +$1.7K 0.04% 131
2025
Q1 		$531K Buy
17,067
+42
+0.2% +$1.46K 0.04% 131
2024
Q4 		$604K Buy
17,025
+49
+0.3% +$1.73K 0.05% 124
2024
Q3 		$584K Buy
16,976
+47
+0.3% +$1.55K 0.05% 123
2024
Q2 		$573K Buy
16,929
+50
+0.3% +$1.58K 0.05% 125
2024
Q1 		$529K Buy
16,879
+35
+0.2% +$1.06K 0.05% 115
2023
Q4 		$489K Buy
16,844
+59
+0.4% +$1.6K 0.05% 116
2023
Q3 		$438K Buy
16,785
+62
+0.4% +$1.69K 0.05% 108
2023
Q2 		$453K Buy
16,723
+58
+0.3% +$1.5K 0.05% 111
2023
Q1 		$421K Sell
16,665
-131
-0.8% -$3.32K 0.05% 113
2022
Q4 		$416K Buy
16,796
+255
+2% +$6.2K 0.05% 107
2022
Q3 		$387K Buy
16,541
+64
+0.4% +$1.57K 0.06% 105
2022
Q2 		$388K Buy
+16,477
New +$417K 0.06% 104
2022
Q1 		– Sell
-16,379
Closed -$472K – 140
2021
Q4 		$472K Buy
16,379
+66
+0.4% +$1.86K 0.06% 105
2021
Q3 		$433K Buy
+16,313
New +$443K 0.07% 105

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Foster Victor Wealth Advisors's DFAC Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.24% in Q2 2026, buying an estimated $1.8K and bringing the position to 17,291 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #153.

Foster Victor Wealth Advisors first reported a position in DFAC in Q3 2021 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Foster Victor Wealth Advisors held 17,291 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $769K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 42 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.8K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Foster Victor Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and has held it in 19 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 Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.