Innovative Asset Advisors Group
DFAC icon

Innovative Asset Advisors Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Innovative Asset Advisors 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 		$2.64M Sell
59,430
-5,199
-8% -$222K 1.15% 14
2026
Q1 		$2.51M Buy
+64,629
New +$2.6M 1.45% 9

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Apella Capital
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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Innovative Asset Advisors Group's DFAC Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 8% in Q2 2026, selling an estimated $222K and leaving 59,430 shares worth $2.64M. The position accounts for 1.15% of the portfolio, ranked #14.

Innovative Asset Advisors Group first reported a position in DFAC in Q1 2026 and has held it in 2 quarters since. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Innovative Asset Advisors Group held 59,430 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.64M as of Q2 2026.
  • Innovative Asset Advisors Group sold 5,199 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $222K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.15% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #14 holding.
  • Innovative Asset Advisors Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • 1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.