Global Retirement Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Global Retirement Partners’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	$7.94M	Buy	+178,911	New	+$7.65M	0.12%	170
2025 Q4	$7.01M	Buy	177,130 +444	+0.3%	+$17.3K	0.12%	160
2025 Q3	$6.81M	Sell	176,686 -3,351	-2%	-$125K	0.15%	120
2025 Q2	$6.45M	Buy	+180,037	New	+$6.01M	0.16%	122
2024 Q4	$7.81M	Buy	225,853 +8,904	+4%	+$314K	0.22%	93
2024 Q3	$7.44M	Buy	216,949 +13,274	+7%	+$438K	0.22%	90
2024 Q2	$6.57M	Buy	203,675 +2,079	+1%	+$65.6K	0.21%	96
2024 Q1	$6.44M	Sell	201,596 -4,311	-2%	-$130K	0.24%	92
2023 Q4	$5.93M	Buy	205,907 +14,354	+7%	+$388K	0.25%	88
2023 Q3	$4.95M	Sell	191,553 -2,073	-1%	-$56.6K	0.25%	86
2023 Q2	$5.26M	Sell	193,626 -4,006	-2%	-$103K	0.26%	89
2023 Q1	$4.97M	Buy	197,632 +23,183	+13%	+$587K	0.26%	81
2022 Q4	$4.24M	Buy	174,449 +36,632	+27%	+$891K	0.29%	75
2022 Q3	$3.37M	Buy	137,817 +3,743	+3%	+$91.9K	0.25%	90
2022 Q2	$3.12M	Sell	134,074 -2,057	-2%	-$52.1K	0.25%	94
2022 Q1	$3.33M	Buy	+136,131	New	+$3.73M	0.26%	91
2021 Q4	–	Sell	-44,838	Closed	-$1.19M	–	567
2021 Q3	$1.19M	Hold	44,838	–	–	0.12%	170
2021 Q2	$1.21M	Buy	+44,838	New	+$1.19M	0.12%	164

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 $445B AUM 25.58% 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 $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

Global Retirement Partners's DFAC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 178,911 shares worth $7.94M. The stake represents 0.12% of the portfolio and ranks #170 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFAC as recently as Q4 2025.

Global Retirement Partners first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Global Retirement Partners held 178,911 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $7.94M as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Global Retirement Partners position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.12% of Global Retirement Partners's portfolio in Q2 2026, its #170 holding.
Global Retirement Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 18 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.