GeoWealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
GeoWealth Management's DFAC Position: Q2 2026 in Review
GeoWealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.2% in Q2 2026, selling an estimated $2.52M and leaving 4,893,413 shares worth $217M. The position accounts for 6.83% of the portfolio, ranked #3.
GeoWealth Management first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.
- GeoWealth Management held 4,893,413 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $217M as of Q2 2026.
- GeoWealth Management sold 59,012 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.52M.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 6.83% of GeoWealth Management's portfolio in Q2 2026, its #3 holding.
- GeoWealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and has held it in 10 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.