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

Level Four 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	$3M	Sell	67,609 -1,115	-2%	-$47.7K	0.08%	254
2026 Q1	$2.67M	Sell	68,724 -16,463	-19%	-$663K	0.09%	259
2025 Q4	$3.37M	Sell	85,187 -3,855	-4%	-$150K	0.11%	214
2025 Q3	$3.43M	Hold	89,042	–	–	0.12%	206
2025 Q2	$3.19M	Sell	89,042 -355	-0.4%	-$11.8K	0.12%	211
2025 Q1	$2.95M	Sell	89,397 -4,423	-5%	-$154K	0.12%	207
2024 Q4	$3.25M	Sell	93,820 -20	-0%	-$704	0.13%	183
2024 Q3	$3.19M	Buy	93,840 +1,880	+2%	+$62.1K	0.13%	184
2024 Q2	$2.96M	Sell	91,960 -2,100	-2%	-$66.2K	0.13%	194
2024 Q1	$2.75M	Hold	94,060	–	–	0.15%	164
2023 Q4	$2.75M	Buy	94,060 +17,113	+22%	+$463K	0.15%	160
2023 Q3	$2.02M	Sell	76,947 -25,723	-25%	-$702K	0.13%	185
2023 Q2	$2.79M	Hold	102,670	–	–	0.17%	140
2023 Q1	$2.62M	Buy	102,670 +398	+0.4%	+$10.1K	0.17%	142
2022 Q4	$2.48M	Hold	102,272	–	–	0.18%	134
2022 Q3	$2.27M	Sell	102,272 -9,158	-8%	-$225K	0.22%	118
2022 Q2	$2.6M	Sell	111,430 -160	-0.1%	-$4.05K	0.24%	114
2022 Q1	$3.08M	Sell	111,590 -9,670	-8%	-$265K	0.24%	108
2021 Q4	$3.51M	Sell	121,260 -11,982	-9%	-$338K	0.27%	102
2021 Q3	$3.54M	Sell	133,242 -20,962	-14%	-$570K	0.37%	78
2021 Q2	$4.16M	Buy	+154,204	New	+$4.1M	0.29%	83

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

Level Four Advisory Services's DFAC Position: Q2 2026 in Review

Level Four Advisory Services reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.6% in Q2 2026, selling an estimated $47.7K and leaving 67,609 shares worth $3M. The position accounts for 0.08% of the portfolio, ranked #254.

Level Four Advisory Services first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.16M in Q2 2021. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Level Four Advisory Services held 67,609 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3M as of Q2 2026.
Level Four Advisory Services sold 1,115 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $47.7K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.08% of Level Four Advisory Services's portfolio in Q2 2026, its #254 holding.
Level Four Advisory Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
Level Four Advisory Services's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $4.16M in Q2 2021.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.