Howe & Rusling’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Howe & Rusling’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	$84.6K	Hold	1,907	–	–	﹤0.01%	352
2026 Q1	$74.1K	Hold	1,907	–	–	﹤0.01%	340
2025 Q4	$75.5K	Hold	1,907	–	–	0.01%	347
2025 Q3	$73.6K	Sell	1,907 -207	-10%	-$7.72K	0.01%	332
2025 Q2	$75.8K	Hold	2,114	–	–	0.01%	331
2025 Q1	$69.7K	Hold	2,114	–	–	0.01%	317
2024 Q4	$73.1K	Hold	2,114	–	–	0.01%	296
2024 Q3	$72.5K	Hold	2,114	–	–	0.01%	288
2024 Q2	$68.2K	Hold	2,114	–	–	0.01%	280
2024 Q1	$67.5K	Buy	+2,114	New	+$63.8K	0.01%	287
2022 Q4	–	Sell	-264	Closed	-$6K	–	504
2022 Q3	$6K	Buy	+264	New	+$6.48K	﹤0.01%	621

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 $1.67B AUM 11.93% 1-Year Est. Return

Howe & Rusling's DFAC Position: Q2 2026 in Review

Howe & Rusling held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 1,907 shares worth $84.6K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Howe & Rusling first reported a position in DFAC in Q3 2022 and has held it in 11 quarters since. 1,228 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Howe & Rusling held 1,907 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $84.6K as of Q2 2026.
Howe & Rusling 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 ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #352 holding.
Howe & Rusling first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2022 and has held it in 11 quarters since.
1,228 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.