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

Kingsview Wealth 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	$2.77M	Buy	62,354 +27,598	+79%	+$1.18M	0.03%	488
2026 Q1	$1.35M	Sell	34,756 -73	-0.2%	-$2.94K	0.02%	596
2025 Q4	$1.38M	Buy	34,829 +77	+0.2%	+$3K	0.02%	550
2025 Q3	$1.34M	Buy	34,752 +92	+0.3%	+$3.43K	0.02%	536
2025 Q2	$1.24M	Buy	34,660 +22	+0.1%	+$734	0.02%	536
2025 Q1	$1.14M	Buy	34,638 +1,475	+4%	+$51.2K	0.02%	513
2024 Q4	$1.15M	Buy	33,163 +93	+0.3%	+$3.28K	0.02%	512
2024 Q3	$1.13M	Buy	33,070 +92	+0.3%	+$3.04K	0.02%	502
2024 Q2	$1.06M	Buy	32,978 +93	+0.3%	+$2.93K	0.03%	499
2024 Q1	$1.05M	Buy	32,885 +1,764	+6%	+$53.3K	0.03%	486
2023 Q4	$910K	Buy	31,121 +251	+0.8%	+$6.79K	0.03%	491
2023 Q3	$809K	Buy	30,870 +112	+0.4%	+$3.06K	0.03%	494
2023 Q2	$835K	Buy	30,758 +107	+0.3%	+$2.76K	0.03%	462
2023 Q1	$781K	Sell	30,651 -2,150	-7%	-$54.5K	0.03%	459
2022 Q4	$796K	Hold	32,801	–	–	0.03%	392
2022 Q3	$729K	Buy	+32,801	New	+$805K	0.03%	409

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

Kingsview Wealth Management's DFAC Position: Q2 2026 in Review

Kingsview Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 79% in Q2 2026, buying an estimated $1.18M and bringing the position to 62,354 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #488.

Kingsview Wealth Management first reported a position in DFAC in Q3 2022 and has held it in 16 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Kingsview Wealth Management held 62,354 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.77M as of Q2 2026.
Kingsview Wealth Management bought 27,598 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.18M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #488 holding.
Kingsview Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2022 and has held it in 16 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.