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

Fulcrum Capital’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
2025
Q2 		– Sell
-11,065
Closed -$365K – 103
2025
Q1 		$365K Hold
11,065
– – 0.08% 76
2024
Q4 		$383K Hold
11,065
– – 0.08% 82
2024
Q3 		$379K Buy
+11,065
New +$365K 0.08% 80

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Fulcrum Capital's DFAC Position: Q2 2025 in Review

Fulcrum Capital sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2025, closing a stake of 11,065 shares — an estimated $365K sold.

Fulcrum Capital first reported a position in DFAC in Q3 2024 and held it in 3 quarters. The position peaked at $383K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Fulcrum Capital reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Fulcrum Capital sold 11,065 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2025, an estimated $365K.
  • Fulcrum Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and held it in 3 quarters.
  • Fulcrum Capital's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $383K in Q4 2024.
  • 1,029 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2025.

Based on Fulcrum Capital's 13F filing for Q2 2025, filed 24 Jul 2025.