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

Frankly Finances’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 		$198K Hold
4,460
– – 0.16% 44
2026
Q1 		$173K Sell
4,460
-5,200
-54% -$209K 0.16% 42
2025
Q4 		$382K Buy
+9,660
New +$377K 0.36% 34

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

Frankly Finances's DFAC Position: Q2 2026 in Review

Frankly Finances held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 4,460 shares worth $198K. The position accounts for 0.16% of the portfolio, ranked #44.

Frankly Finances first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $382K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Frankly Finances held 4,460 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $198K as of Q2 2026.
  • Frankly Finances 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 0.16% of Frankly Finances's portfolio in Q2 2026, its #44 holding.
  • Frankly Finances first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • Frankly Finances's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $382K in Q4 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 Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.