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Joseph Group Capital Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Joseph Group Capital Management’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 		$147K Hold
3,325
– – 0.03% 83
2026
Q1 		$129K Buy
+3,325
New +$134K 0.03% 74

Other funds holding DFAC

Mercer Global Advisors
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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Joseph Group Capital Management's DFAC Position: Q2 2026 in Review

Joseph Group Capital Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 3,325 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #83.

Joseph Group Capital Management first reported a position in DFAC in Q1 2026 and has held it in 2 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Joseph Group Capital Management held 3,325 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $147K as of Q2 2026.
  • Joseph Group Capital Management 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 0.03% of Joseph Group Capital Management's portfolio in Q2 2026, its #83 holding.
  • Joseph Group Capital Management 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.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.