Longview Financial Advisors
DFAC icon

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

Longview Financial 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 		– Sell
-887
Closed -$34.5K – 71
2026
Q1 		$34.5K Buy
+887
New +$35.7K 0.02% 88

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Focus Partners Wealth
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LPL Financial
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Focus Partners Advisor Solutions
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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
Greenspring Advisors
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Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Longview Financial Advisors's DFAC Position: Q2 2026 in Review

Longview Financial Advisors sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 887 shares — an estimated $34.5K sold.

Longview Financial Advisors first reported a position in DFAC in Q1 2026 and held it in 1 quarter. The position peaked at $34.5K in Q1 2026. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Longview Financial Advisors reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 887 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $34.5K.
  • Longview Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2026 and held it in 1 quarter.
  • Longview Financial Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $34.5K in Q1 2026.
  • 1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.