Lakeridge Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Lakeridge Wealth Management's DFAC Position: Q2 2026 in Review
Lakeridge Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 91% in Q2 2026, selling an estimated $2.58M and leaving 5,818 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #157.
Lakeridge Wealth Management first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.82M in Q4 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.
- Lakeridge Wealth Management held 5,818 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $258K as of Q2 2026.
- Lakeridge Wealth Management sold 60,341 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.58M.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.09% of Lakeridge Wealth Management's portfolio in Q2 2026, its #157 holding.
- Lakeridge Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
- Lakeridge Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $3.82M in Q4 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 Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.