Lido Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Lido Advisors’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	$6.94M	Buy	156,381 +112,381	+255%	+$4.81M	0.02%	428
2026 Q1	$1.71M	Sell	44,000 -45,078	-51%	-$1.82M	0.01%	757
2025 Q4	$3.45M	Hold	89,078	–	–	0.01%	552
2025 Q3	$3.44M	Buy	89,078 +13,427	+18%	+$501K	0.01%	530
2025 Q2	$2.71M	Buy	75,651 +18,707	+33%	+$624K	0.01%	509
2025 Q1	$1.88M	Buy	56,944 +5	+0%	+$174	0.01%	553
2024 Q4	$1.97M	Sell	56,939 -762	-1%	-$26.8K	0.01%	522
2024 Q3	$1.98M	Buy	57,701 +3,065	+6%	+$101K	0.01%	467
2024 Q2	$1.76M	Sell	54,636 -1,410	-3%	-$44.5K	0.01%	484
2024 Q1	$1.79M	Buy	56,046 +40,255	+255%	+$1.22M	0.01%	455
2023 Q4	$462K	Hold	15,791	–	–	﹤0.01%	886
2023 Q3	$414K	Hold	15,791	–	–	﹤0.01%	798
2023 Q2	$429K	Sell	15,791 -4,889	-24%	-$126K	﹤0.01%	787
2023 Q1	$527K	Buy	20,680 +10,979	+113%	+$278K	0.01%	646
2022 Q4	$236K	Hold	9,701	–	–	﹤0.01%	861
2022 Q3	$215K	Hold	9,701	–	–	﹤0.01%	864
2022 Q2	$226K	Buy	+9,701	New	+$246K	﹤0.01%	829
2022 Q1	–	Sell	-9,701	Closed	-$281K	–	1015
2021 Q4	$281K	Hold	9,701	–	–	﹤0.01%	831
2021 Q3	$257K	Sell	9,701 -1,452	-13%	-$39.4K	﹤0.01%	801
2021 Q2	$301K	Buy	+11,153	New	+$296K	﹤0.01%	717

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Lido Advisors's DFAC Position: Q2 2026 in Review

Lido Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 255% in Q2 2026, buying an estimated $4.81M and bringing the position to 156,381 shares worth $6.94M. The position accounts for 0.02% of the portfolio, ranked #428.

Lido Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Lido Advisors held 156,381 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $6.94M as of Q2 2026.
Lido Advisors bought 112,381 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.81M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #428 holding.
Lido Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.