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

Garrison Point 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	$383K	Sell	8,645 -2,102	-20%	-$89.9K	0.16%	125
2026 Q1	$418K	Hold	10,747	–	–	0.19%	112
2025 Q4	$425K	Hold	10,747	–	–	0.19%	114
2025 Q3	$415K	Hold	10,747	–	–	0.17%	118
2025 Q2	$385K	Hold	10,747	–	–	0.18%	118
2025 Q1	$355K	Hold	10,747	–	–	0.17%	120
2024 Q4	$372K	Buy	+10,747	New	+$378K	0.18%	112

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Garrison Point Advisors's DFAC Position: Q2 2026 in Review

Garrison Point Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 20% in Q2 2026, selling an estimated $89.9K and leaving 8,645 shares worth $383K. The position accounts for 0.16% of the portfolio, ranked #125.

Garrison Point Advisors first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Garrison Point Advisors held 8,645 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $383K as of Q2 2026.
Garrison Point Advisors sold 2,102 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $89.9K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.16% of Garrison Point Advisors's portfolio in Q2 2026, its #125 holding.
Garrison Point Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
Garrison Point Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $425K in Q4 2025.
1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.