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

Gibraltar Capital Management’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	$1.29M	Hold	28,976	–	–	0.2%	82
2026 Q1	$1.13M	Hold	28,976	–	–	0.19%	81
2025 Q4	$1.15M	Buy	28,976 +916	+3%	+$35.8K	0.2%	76
2025 Q3	$1.08M	Sell	28,060 -10,946	-28%	-$408K	0.19%	75
2025 Q2	$938K	Buy	39,006 +13,611	+54%	+$454K	0.18%	76
2025 Q1	$838K	Buy	+25,395	New	+$882K	0.18%	71

Other funds holding DFAC

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

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

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 $34.1B AUM 22.4% 1-Year Est. Return

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

Gibraltar Capital Management's DFAC Position: Q2 2026 in Review

Gibraltar Capital Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 28,976 shares worth $1.29M. The position accounts for 0.2% of the portfolio, ranked #82.

Gibraltar Capital Management first reported a position in DFAC in Q1 2025 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Gibraltar Capital Management held 28,976 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.29M as of Q2 2026.
Gibraltar Capital Management 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 0.2% of Gibraltar Capital Management's portfolio in Q2 2026, its #82 holding.
Gibraltar Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 6 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 Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.