Guardian Wealth Advisors (North Carolina)’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$628K	Buy	14,155 +33	+0.2%	+$1.41K	0.04%	205
2026 Q1	$549K	Buy	14,122 +33	+0.2%	+$1.33K	0.03%	205
2025 Q4	$558K	Buy	14,089 +1	+0%	+$39	0.03%	207
2025 Q3	$543K	Buy	14,088 +37	+0.3%	+$1.38K	0.04%	196
2025 Q2	$504K	Buy	14,051 +673	+5%	+$22.5K	0.04%	196
2025 Q1	$441K	Buy	13,378 +31	+0.2%	+$1.08K	0.04%	202
2024 Q4	$462K	Buy	13,347 +761	+6%	+$26.8K	0.04%	200
2024 Q3	$432K	Buy	12,586 +34	+0.3%	+$1.12K	0.05%	180
2024 Q2	$405K	Buy	12,552 +38	+0.3%	+$1.2K	0.05%	178
2024 Q1	$400K	Buy	12,514 +26	+0.2%	+$785	0.05%	184
2023 Q4	$365K	Buy	12,488 +43	+0.3%	+$1.16K	0.06%	172
2023 Q3	$326K	Buy	12,445 +46	+0.4%	+$1.25K	0.06%	175
2023 Q2	$337K	Sell	12,399 -649	-5%	-$16.7K	0.06%	163
2023 Q1	$332K	Buy	13,048 +30	+0.2%	+$760	0.06%	159
2022 Q4	$316K	Buy	13,018 +62	+0.5%	+$1.51K	0.06%	147
2022 Q3	$288K	Buy	12,956 +48	+0.4%	+$1.18K	0.05%	152
2022 Q2	$301K	Buy	+12,908	New	+$327K	0.06%	147

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

Guardian Wealth Advisors (North Carolina)'s DFAC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.23% in Q2 2026, buying an estimated $1.41K and bringing the position to 14,155 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #205.

Guardian Wealth Advisors (North Carolina) first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 14,155 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $628K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 33 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.41K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #205 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 17 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.