Integrity Wealth Solutions’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Integrity Wealth Solutions’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	$6.68M	Buy	150,627 +39	+0%	+$1.67K	2.47%	9
2026 Q1	$5.85M	Buy	150,588 +75	+0%	+$3.02K	2.3%	11
2025 Q4	$5.96M	Sell	150,513 -338	-0.2%	-$13.2K	2.36%	10
2025 Q3	$5.82M	Buy	150,851 +382	+0.3%	+$14.3K	2.59%	8
2025 Q2	$5.39M	Buy	150,469 +446	+0.3%	+$14.9K	2.63%	9
2025 Q1	$4.95M	Buy	150,023 +1,693	+1%	+$58.8K	2.68%	8
2024 Q4	$5.13M	Buy	148,330 +55	+0%	+$1.94K	2.87%	9
2024 Q3	$5.08M	Buy	148,275 +6	+0%	+$198	2.97%	7
2024 Q2	$4.78M	Buy	148,269 +82,375	+125%	+$2.6M	3.11%	6
2024 Q1	$2.11M	Buy	65,894 +128	+0.2%	+$3.86K	1.37%	27
2023 Q4	$1.92M	Buy	+65,766	New	+$1.78M	1.33%	27

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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 $34.1B AUM 22.4% 1-Year Est. Return

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

Integrity Wealth Solutions's DFAC Position: Q2 2026 in Review

Integrity Wealth Solutions increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.03% in Q2 2026, buying an estimated $1.67K and bringing the position to 150,627 shares worth $6.68M. The position accounts for 2.47% of the portfolio, ranked #9.

Integrity Wealth Solutions first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Integrity Wealth Solutions held 150,627 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $6.68M as of Q2 2026.
Integrity Wealth Solutions bought 39 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.67K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.47% of Integrity Wealth Solutions's portfolio in Q2 2026, its #9 holding.
Integrity Wealth Solutions first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 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 Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.