Hershey Financial Advisers’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Hershey Financial Advisers’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	$689K	Sell	15,538 -255	-2%	-$10.9K	0.5%	57
2026 Q1	$614K	Sell	15,793 -322	-2%	-$13K	0.53%	55
2025 Q4	$638K	Buy	16,115 +144	+0.9%	+$5.62K	0.54%	56
2025 Q3	$616K	Buy	15,971 +760	+5%	+$28.4K	0.53%	53
2025 Q2	$545K	Buy	+15,211	New	+$507K	0.49%	54
2024 Q2	$3K	Buy	+93	New	+$2.93K	﹤0.01%	130

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

Hershey Financial Advisers's DFAC Position: Q2 2026 in Review

Hershey Financial Advisers reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.6% in Q2 2026, selling an estimated $10.9K and leaving 15,538 shares worth $689K. The position accounts for 0.5% of the portfolio, ranked #57.

Hershey Financial Advisers first reported a position in DFAC in Q2 2024 and has held it in 6 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Hershey Financial Advisers held 15,538 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $689K as of Q2 2026.
Hershey Financial Advisers sold 255 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $10.9K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.5% of Hershey Financial Advisers's portfolio in Q2 2026, its #57 holding.
Hershey Financial Advisers first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 6 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 Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.