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HUB Investment Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

HUB Investment Partners’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 		$2.83M Buy
63,744
+25
+0% +$1.07K 0.05% 247
2026
Q1 		$2.48M Buy
63,719
+604
+1% +$24.3K 0.06% 225
2025
Q4 		$2.5M Sell
63,115
-7,888
-11% -$308K 0.06% 191
2025
Q3 		$2.74M Buy
71,003
+32,287
+83% +$1.2M 0.09% 166
2025
Q2 		$1.39M Sell
38,716
-9,970
-20% -$333K 0.05% 229
2025
Q1 		$1.61M Buy
48,686
+16
+0% +$555 0.06% 187
2024
Q4 		$1.68M Buy
48,670
+10,771
+28% +$379K 0.07% 167
2024
Q3 		$1.3M Buy
37,899
+45
+0.1% +$1.49K 0.06% 180
2024
Q2 		$1.22M Buy
37,854
+50
+0.1% +$1.58K 0.05% 170
2024
Q1 		$1.21M Buy
37,804
+11,435
+43% +$345K 0.07% 172
2023
Q4 		$771K Buy
26,369
+453
+2% +$12.3K 0.05% 183
2023
Q3 		$679K Buy
25,916
+23
+0.1% +$628 0.1% 114
2023
Q2 		$703K Sell
25,893
-1,339
-5% -$34.5K 0.12% 113
2023
Q1 		$694K Sell
27,232
-395
-1% -$10K 0.14% 104
2022
Q4 		$671K Sell
27,627
-3,134
-10% -$76.2K 0.15% 71
2022
Q3 		$684K Buy
+30,761
New +$755K 0.21% 82

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

HUB Investment Partners's DFAC Position: Q2 2026 in Review

HUB Investment Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.04% in Q2 2026, buying an estimated $1.07K and bringing the position to 63,744 shares worth $2.83M. The position accounts for 0.05% of the portfolio, ranked #247.

HUB Investment Partners first reported a position in DFAC in Q3 2022 and has held it in 16 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • HUB Investment Partners held 63,744 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.83M as of Q2 2026.
  • HUB Investment Partners bought 25 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.07K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.05% of HUB Investment Partners's portfolio in Q2 2026, its #247 holding.
  • HUB Investment Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2022 and has held it in 16 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 HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.