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IFC & Insurance Marketing’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-1,501
Closed -$59K – 196
2025
Q4 		$59K Buy
+1,501
New +$58.6K 0.06% 153

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

IFC & Insurance Marketing's DFAC Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2026, closing a stake of 1,501 shares — an estimated $59K sold.

IFC & Insurance Marketing first reported a position in DFAC in Q4 2025 and held it in 1 quarter. The position peaked at $59K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 1,501 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2026, an estimated $59K.
  • IFC & Insurance Marketing first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $59K in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.