Independent Advisor Alliance’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Independent Advisor Alliance’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	–	Sell	-26,552	Closed	-$1.03M	–	1153
2026 Q1	$1.03M	Buy	+26,552	New	+$1.07M	0.01%	817
2025 Q1	–	Sell	-25,013	Closed	-$865K	–	905
2024 Q4	$865K	Buy	+25,013	New	+$881K	0.01%	767

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 $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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 $35B AUM 15.18% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Independent Advisor Alliance's DFAC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 26,552 shares — an estimated $1.03M sold.

Independent Advisor Alliance first reported a position in DFAC in Q4 2024 and held it in 2 quarters. The position peaked at $1.03M in Q1 2026. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Independent Advisor Alliance reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 26,552 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.03M.
Independent Advisor Alliance first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.03M in Q1 2026.
1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.