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

Lodestone Wealth 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	$297K	Hold	6,705	–	–	0.11%	155
2026 Q1	$261K	Hold	6,705	–	–	0.1%	153
2025 Q4	$265K	Hold	6,705	–	–	0.11%	150
2025 Q3	$259K	Hold	6,705	–	–	0.12%	152
2025 Q2	$240K	Hold	6,705	–	–	0.12%	151
2025 Q1	$221K	Sell	6,705 -23,732	-78%	-$824K	0.12%	147
2024 Q4	$962K	Buy	+30,437	New	+$1.07M	0.48%	59
2023 Q3	–	Sell	-20,858	Closed	-$1M	–	130
2023 Q2	$1M	Buy	+20,858	New	+$538K	0.69%	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

Lodestone Wealth Management's DFAC Position: Q2 2026 in Review

Lodestone Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 6,705 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #155.

Lodestone Wealth Management first reported a position in DFAC in Q2 2023 and has held it in 8 quarters since. The position peaked at $1M in Q2 2023. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Lodestone Wealth Management held 6,705 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $297K as of Q2 2026.
Lodestone Wealth Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #155 holding.
Lodestone Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2023 and has held it in 8 quarters since.
Lodestone Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1M in Q2 2023.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.