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

Greenwood Capital 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	$625K	Hold	14,082	–	–	0.06%	190
2026 Q1	$547K	Hold	14,082	–	–	0.06%	185
2025 Q4	$558K	Hold	14,082	–	–	0.06%	176
2025 Q3	$543K	Hold	14,082	–	–	0.06%	184
2025 Q2	$505K	Sell	14,082 -31	-0.2%	-$1.03K	0.06%	193
2025 Q1	$466K	Buy	14,113 +5,081	+56%	+$176K	0.06%	190
2024 Q4	$312K	Buy	+9,032	New	+$318K	0.04%	218

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

Greenwood Capital Associates's DFAC Position: Q2 2026 in Review

Greenwood Capital Associates held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 14,082 shares worth $625K. The position accounts for 0.06% of the portfolio, ranked #190.

Greenwood Capital Associates first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Greenwood Capital Associates held 14,082 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $625K as of Q2 2026.
Greenwood Capital Associates 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 0.06% of Greenwood Capital Associates's portfolio in Q2 2026, its #190 holding.
Greenwood Capital Associates 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.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.