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

HMV Wealth Advisors's DFAC Position: Q2 2026 in Review

HMV Wealth Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 8.7% in Q2 2026, selling an estimated $689K and leaving 168,530 shares worth $7.48M. The position accounts for 2.91% of the portfolio, ranked #10.

HMV Wealth Advisors first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

• HMV Wealth Advisors held 168,530 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $7.48M as of Q2 2026.
• HMV Wealth Advisors sold 16,110 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $689K.
• U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.91% of HMV Wealth Advisors's portfolio in Q2 2026, its #10 holding.
• HMV Wealth Advisors 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.
• 1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.