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Legacy Capital Wealth Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Legacy Capital Wealth Partners’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 		$3.31M Buy
74,692
+54
+0.1% +$2.31K 0.64% 25
2026
Q1 		$2.9M Sell
74,638
-11,372
-13% -$458K 0.6% 26
2025
Q4 		$3.41M Sell
86,010
-889
-1% -$34.7K 0.73% 22
2025
Q3 		$3.35M Buy
86,899
+5,491
+7% +$205K 0.73% 23
2025
Q2 		$2.92M Buy
+81,408
New +$2.72M 0.66% 22

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
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
Savant Capital
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

Legacy Capital Wealth Partners's DFAC Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.07% in Q2 2026, buying an estimated $2.31K and bringing the position to 74,692 shares worth $3.31M. The position accounts for 0.64% of the portfolio, ranked #25.

Legacy Capital Wealth Partners first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.41M in Q4 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Legacy Capital Wealth Partners held 74,692 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.31M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 54 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.31K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.64% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Legacy Capital Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $3.41M in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.