Ironwood Financial’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Ironwood Financial’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	$289K	Hold	6,509	–	–	0.05%	153
2026 Q1	$253K	Hold	6,509	–	–	0.04%	153
2025 Q4	$265K	Hold	6,509	–	–	0.04%	148
2025 Q3	$251K	Buy	6,509 +37	+0.6%	+$1.38K	0.04%	152
2025 Q2	$214K	Hold	6,472	–	–	0.05%	151
2025 Q1	$214K	Hold	6,472	–	–	0.05%	151
2024 Q4	$224K	Sell	6,472 -3,728	-37%	-$131K	0.05%	148
2024 Q3	$350K	Sell	10,200 -150	-1%	-$4.95K	0.07%	123
2024 Q2	$334K	Hold	10,350	–	–	0.07%	123
2024 Q1	$331K	Hold	10,350	–	–	0.08%	125
2023 Q4	$303K	Hold	10,350	–	–	0.07%	129
2023 Q3	$271K	Hold	10,350	–	–	0.07%	123
2023 Q2	$281K	Hold	10,350	–	–	0.07%	123
2023 Q1	$264K	Hold	10,350	–	–	0.07%	126
2022 Q4	$251K	Hold	10,350	–	–	0.08%	124
2022 Q3	$230K	Hold	10,350	–	–	0.08%	107
2022 Q2	$241K	Buy	+10,350	New	+$262K	0.08%	109
2022 Q1	–	Sell	-10,350	Closed	-$300K	–	125
2021 Q4	$300K	Hold	10,350	–	–	0.08%	102
2021 Q3	$275K	Hold	10,350	–	–	0.08%	102
2021 Q2	$279K	Buy	+10,350	New	+$275K	0.08%	98

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

Ironwood Financial's DFAC Position: Q2 2026 in Review

Ironwood Financial held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 6,509 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #153.

Ironwood Financial first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $350K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Ironwood Financial held 6,509 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $289K as of Q2 2026.
Ironwood Financial left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #153 holding.
Ironwood Financial first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
Ironwood Financial's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $350K in Q3 2024.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.