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Foundations Investment Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Foundations Investment 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 		$70.6M Buy
1,592,347
+76,069
+5% +$3.25M 0.73% 34
2026
Q1 		$58.9M Sell
1,516,278
-63,360
-4% -$2.55M 0.73% 33
2025
Q4 		$62.5M Buy
1,579,638
+880,512
+126% +$34.4M 0.82% 29
2025
Q3 		$27M Buy
699,126
+479,488
+218% +$17.9M 0.39% 62
2025
Q2 		$7.87M Buy
219,638
+22,851
+12% +$762K 0.12% 149
2025
Q1 		$6.49M Buy
196,787
+155,341
+375% +$5.39M 0.12% 164
2024
Q4 		$1.43M Buy
41,446
+16,538
+66% +$582K 0.03% 344
2024
Q3 		$854K Buy
24,908
+8,812
+55% +$291K 0.02% 392
2024
Q2 		$519K Buy
16,096
+2,186
+16% +$68.9K 0.01% 487
2024
Q1 		$444K Buy
13,910
+13
+0.1% +$392 0.01% 492
2023
Q4 		$412K Buy
13,897
+22
+0.2% +$595 0.01% 481
2023
Q3 		$364K Sell
13,875
-1,318
-9% -$36K 0.01% 463
2023
Q2 		$412K Buy
15,193
+1,447
+11% +$37.3K 0.01% 400
2023
Q1 		$350K Buy
13,746
+14
+0.1% +$355 0.01% 372
2022
Q4 		$333K Buy
13,732
+32
+0.2% +$778 0.01% 329
2022
Q3 		$305K Buy
13,700
+24
+0.2% +$589 0.01% 319
2022
Q2 		$322K Buy
13,676
+4,930
+56% +$125K 0.01% 291
2022
Q1 		$235K Buy
8,746
+14
+0.2% +$383 0.01% 317
2021
Q4 		$251K Buy
8,732
+25
+0.3% +$705 0.01% 304
2021
Q3 		$234K Hold
8,707
– – 0.01% 280
2021
Q2 		$235K Buy
+8,707
New +$231K 0.01% 262

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

Foundations Investment Advisors's DFAC Position: Q2 2026 in Review

Foundations Investment Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5% in Q2 2026, buying an estimated $3.25M and bringing the position to 1,592,347 shares worth $70.6M. The position accounts for 0.73% of the portfolio, ranked #34.

Foundations Investment Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Foundations Investment Advisors held 1,592,347 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $70.6M as of Q2 2026.
  • Foundations Investment Advisors bought 76,069 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.25M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.73% of Foundations Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Foundations Investment Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.