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

Keystone Wealth Services’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	$563K	Hold	12,697	–	–	0.1%	190
2026 Q1	$493K	Hold	12,697	–	–	0.11%	191
2025 Q4	$503K	Hold	12,697	–	–	0.11%	148
2025 Q3	$490K	Hold	12,697	–	–	0.11%	181
2025 Q2	$455K	Hold	12,697	–	–	0.11%	182
2025 Q1	$419K	Hold	12,697	–	–	0.11%	169
2024 Q4	$439K	Hold	12,697	–	–	0.12%	160
2024 Q3	$435K	Hold	12,697	–	–	0.12%	158
2024 Q2	$409K	Hold	12,697	–	–	0.13%	146
2024 Q1	$406K	Hold	12,697	–	–	0.13%	144
2023 Q4	$371K	Hold	12,697	–	–	0.13%	146
2023 Q3	$333K	Hold	12,697	–	–	0.13%	153
2023 Q2	$345K	Hold	12,697	–	–	0.13%	144
2023 Q1	$324K	Hold	12,697	–	–	0.13%	145
2022 Q4	$308K	Hold	12,697	–	–	0.13%	139
2022 Q3	$282K	Hold	12,697	–	–	0.13%	123
2022 Q2	$296K	Hold	12,697	–	–	0.13%	123
2022 Q1	$350K	Hold	12,697	–	–	0.14%	121
2021 Q4	$368K	Buy	+12,697	New	+$358K	0.15%	114

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 $445B AUM 25.58% 1-Year Est. Return

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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Keystone Wealth Services's DFAC Position: Q2 2026 in Review

Keystone Wealth Services held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 12,697 shares worth $563K. The position accounts for 0.1% of the portfolio, ranked #190.

Keystone Wealth Services first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Keystone Wealth Services held 12,697 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $563K as of Q2 2026.
Keystone Wealth Services 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 0.1% of Keystone Wealth Services's portfolio in Q2 2026, its #190 holding.
Keystone Wealth Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.