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

Liberty Capital 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	$3.21M	Buy	+72,322	New	+$3.09M	0.55%	52
2025 Q4	$2.86M	Hold	72,322	–	–	0.53%	54
2025 Q3	$2.79M	Hold	72,322	–	–	0.53%	55
2025 Q2	$2.59M	Hold	72,322	–	–	0.52%	55
2025 Q1	$2.39M	Hold	72,322	–	–	0.53%	53
2024 Q4	$2.5M	Hold	72,322	–	–	0.56%	50
2024 Q3	$2.48M	Hold	72,322	–	–	0.55%	51
2024 Q2	$2.33M	Hold	72,322	–	–	0.55%	53
2024 Q1	$2.31M	Hold	72,322	–	–	0.57%	53
2023 Q4	$2.11M	Hold	72,322	–	–	0.55%	52
2023 Q3	$1.89M	Hold	72,322	–	–	0.56%	51
2023 Q2	$1.96M	Buy	+72,322	New	+$1.86M	0.59%	50

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

Liberty Capital Management's DFAC Position: Q2 2026 in Review

Liberty Capital Management opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 72,322 shares worth $3.21M. The stake represents 0.55% of the portfolio and ranks #52 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in DFAC as recently as Q4 2025.

Liberty Capital Management first reported a position in DFAC in Q2 2023 and has held it in 12 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Liberty Capital Management held 72,322 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.21M as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Liberty Capital Management position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.55% of Liberty Capital Management's portfolio in Q2 2026, its #52 holding.
Liberty Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2023 and has held it in 12 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 Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.