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

KPP Advisory 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	$799K	Sell	18,011 -1,237	-6%	-$52.9K	0.1%	162
2026 Q1	$748K	Sell	19,248 -50	-0.3%	-$2.01K	0.11%	164
2025 Q4	$764K	Hold	19,298	–	–	0.11%	166
2025 Q3	$744K	Sell	19,298 -273	-1%	-$10.2K	0.11%	160
2025 Q2	$701K	Hold	19,571	–	–	0.12%	152
2025 Q1	$646K	Sell	19,571 -995	-5%	-$34.5K	0.12%	145
2024 Q4	$711K	Buy	20,566 +427	+2%	+$15K	0.17%	112
2024 Q3	$691K	Sell	20,139 -370	-2%	-$12.2K	0.17%	112
2024 Q2	$661K	Sell	20,509 -200	-1%	-$6.31K	0.18%	110
2024 Q1	$662K	Buy	+20,709	New	+$625K	0.18%	107
2023 Q4	–	Sell	-19,464	Closed	-$510K	–	138
2023 Q3	$510K	Buy	+19,464	New	+$531K	0.17%	105

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

KPP Advisory Services's DFAC Position: Q2 2026 in Review

KPP Advisory Services reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6.4% in Q2 2026, selling an estimated $52.9K and leaving 18,011 shares worth $799K. The position accounts for 0.1% of the portfolio, ranked #162.

KPP Advisory Services first reported a position in DFAC in Q3 2023 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

KPP Advisory Services held 18,011 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $799K as of Q2 2026.
KPP Advisory Services sold 1,237 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $52.9K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.1% of KPP Advisory Services's portfolio in Q2 2026, its #162 holding.
KPP Advisory Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 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 KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.