Grey Fox Wealth Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Grey Fox Wealth Advisors’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	$2.62M	Buy	58,972 +144	+0.2%	+$6.16K	0.41%	37
2026 Q1	$2.29M	Buy	58,828 +149	+0.3%	+$6K	0.44%	37
2025 Q4	$2.32M	Sell	58,679 -734	-1%	-$28.6K	0.48%	37
2025 Q3	$2.29M	Buy	59,413 +164	+0.3%	+$6.12K	0.47%	36
2025 Q2	$2.12M	Sell	59,249 -375	-0.6%	-$12.5K	0.51%	32
2025 Q1	$1.97M	Buy	59,624 +147	+0.2%	+$5.1K	0.52%	33
2024 Q4	$2.06M	Buy	59,477 +25	+0%	+$880	0.56%	30
2024 Q3	$2.04M	Buy	59,452 +164	+0.3%	+$5.42K	0.57%	28
2024 Q2	$1.91M	Buy	59,288 +177	+0.3%	+$5.58K	0.67%	28
2024 Q1	$1.89M	Buy	59,111 +52	+0.1%	+$1.57K	0.71%	27
2023 Q4	$1.73M	Buy	59,059 +208	+0.4%	+$5.63K	0.75%	27
2023 Q3	$1.54M	Buy	58,851 +215	+0.4%	+$5.87K	0.77%	33
2023 Q2	$1.59M	Buy	58,636 +204	+0.3%	+$5.26K	0.82%	30
2023 Q1	$1.49M	Buy	58,432 +140	+0.2%	+$3.55K	0.88%	28
2022 Q4	$1.42M	Buy	+58,292	New	+$1.42M	0.93%	25

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 $1.58B AUM 19.24% 1-Year Est. Return

Grey Fox Wealth Advisors's DFAC Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.24% in Q2 2026, buying an estimated $6.16K and bringing the position to 58,972 shares worth $2.62M. The position accounts for 0.41% of the portfolio, ranked #37.

Grey Fox Wealth Advisors first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Grey Fox Wealth Advisors held 58,972 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.62M as of Q2 2026.
Grey Fox Wealth Advisors bought 144 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.16K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.41% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Grey Fox Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 15 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 Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.