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

Gaddis Premier 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 		$508K Buy
11,458
+28
+0.2% +$1.2K 0.31% 53
2026
Q1 		$444K Buy
11,430
+29
+0.3% +$1.17K 0.33% 53
2025
Q4 		$451K Buy
+11,401
New +$445K 0.34% 53

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

Gaddis Premier Wealth Advisors's DFAC Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.24% in Q2 2026, buying an estimated $1.2K and bringing the position to 11,458 shares worth $508K. The position accounts for 0.31% of the portfolio, ranked #53.

Gaddis Premier Wealth Advisors first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Gaddis Premier Wealth Advisors held 11,458 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $508K as of Q2 2026.
  • Gaddis Premier Wealth Advisors bought 28 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.2K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.31% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Gaddis Premier Wealth Advisors 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.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.