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Global Wealth Strategies & Associates’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-1,433
Closed -$55.7K – 179
2026
Q1 		$55.7K Sell
1,433
-50
-3% -$2.01K 0.01% 162
2025
Q4 		$58.7K Sell
1,483
-1,536
-51% -$60K 0.01% 143
2025
Q3 		$116K Sell
3,019
-169
-5% -$6.31K 0.03% 88
2025
Q2 		$114K Buy
3,188
+1,073
+51% +$35.8K 0.03% 69
2025
Q1 		$69.8K Sell
2,115
-170
-7% -$5.9K 0.02% 94
2024
Q4 		$79K Sell
2,285
-499
-18% -$17.6K 0.02% 84
2024
Q3 		$95.5K Buy
2,784
+406
+17% +$13.4K 0.03% 64
2024
Q2 		$76.7K Hold
2,378
– – 0.03% 68
2024
Q1 		$76K Hold
2,378
– – 0.03% 69
2023
Q4 		$69.5K Hold
2,378
– – 0.03% 69
2023
Q3 		$62.3K Buy
2,378
+1,786
+302% +$48.7K 0.03% 70
2023
Q2 		$16.1K Hold
592
– – 0.01% 130
2023
Q1 		$15.1K Hold
592
– – 0.01% 131
2022
Q4 		$14.4K Buy
+592
New +$14.4K 0.01% 127

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

Global Wealth Strategies & Associates's DFAC Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 1,433 shares — an estimated $55.7K sold.

Global Wealth Strategies & Associates first reported a position in DFAC in Q4 2022 and held it in 14 quarters. The position peaked at $116K in Q3 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1,433 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $55.7K.
  • Global Wealth Strategies & Associates first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $116K in Q3 2025.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.