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Hutchens & Kramer Investment Management Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$23.5M Sell
530,816
-15,400
-3% -$659K 6.31% 2
2026
Q1 		$21.2M Buy
546,216
+3,249
+0.6% +$131K 6.71% 2
2025
Q4 		$21.5M Sell
542,967
-13,169
-2% -$514K 7.43% 2
2025
Q3 		$21.5M Sell
556,136
-6,700
-1% -$250K 8.45% 1
2025
Q2 		$20.3M Sell
562,836
-11,250
-2% -$375K 9.3% 1
2025
Q1 		$18.9M Sell
574,086
-5,861
-1% -$203K 10.42% 1
2024
Q4 		$20.1M Buy
579,947
+26,112
+5% +$920K 10.89% 1
2024
Q3 		$18.8M Buy
553,835
+207,134
+60% +$6.84M 10.45% 1
2024
Q2 		$11.2M Buy
346,701
+13,247
+4% +$418K 6.16% 2
2024
Q1 		$10.6M Buy
333,454
+13,612
+4% +$411K 6.28% 2
2023
Q4 		$9.35M Buy
319,842
+61,861
+24% +$1.67M 6.59% 2
2023
Q3 		$6.73M Buy
257,981
+34,942
+16% +$954K 5.35% 3
2023
Q2 		$6.06M Buy
223,039
+132,180
+145% +$3.41M 4.84% 3
2023
Q1 		$2.32M Buy
90,859
+22,867
+34% +$579K 2% 11
2022
Q4 		$1.65M Buy
+67,992
New +$1.65M 1.21% 26

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

Hutchens & Kramer Investment Management Group's DFAC Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.8% in Q2 2026, selling an estimated $659K and leaving 530,816 shares worth $23.5M. The position accounts for 6.31% of the portfolio, ranked #2.

Hutchens & Kramer Investment Management Group first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 530,816 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $23.5M as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 15,400 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $659K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 6.31% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #2 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 15 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 Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.