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

Lutz Financial 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	$41.2M	Buy	928,322 +8,711	+0.9%	+$373K	2.51%	11
2026 Q1	$35.7M	Buy	919,611 +22,665	+3%	+$913K	2.4%	12
2025 Q4	$35.5M	Buy	896,946 +60,481	+7%	+$2.36M	2.42%	12
2025 Q3	$32.3M	Buy	836,465 +15,572	+2%	+$581K	2.34%	12
2025 Q2	$29.4M	Buy	820,893 +14,216	+2%	+$474K	2.28%	12
2025 Q1	$26.6M	Buy	806,677 +33,347	+4%	+$1.16M	2.18%	12
2024 Q4	$26.7M	Buy	773,330 +1,977	+0.3%	+$69.6K	2.16%	12
2024 Q3	$26.4M	Buy	771,353 +4,235	+0.6%	+$140K	2.15%	12
2024 Q2	$24.7M	Buy	767,118 +15,861	+2%	+$500K	2.15%	12
2024 Q1	$24M	Buy	751,257 +61,810	+9%	+$1.87M	2.1%	13
2023 Q4	$20.2M	Buy	689,447 +80,242	+13%	+$2.17M	1.89%	14
2023 Q3	$16M	Buy	609,205 +81,566	+15%	+$2.23M	1.74%	14
2023 Q2	$14.3M	Buy	527,639 +104,045	+25%	+$2.68M	1.54%	15
2023 Q1	$10.8M	Buy	423,594 +193,687	+84%	+$4.91M	1.23%	25
2022 Q4	$5.58M	Buy	+229,907	New	+$5.59M	0.69%	34

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

Lutz Financial Services's DFAC Position: Q2 2026 in Review

Lutz Financial Services increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.95% in Q2 2026, buying an estimated $373K and bringing the position to 928,322 shares worth $41.2M. The position accounts for 2.51% of the portfolio, ranked #11.

Lutz Financial Services first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Lutz Financial Services held 928,322 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $41.2M as of Q2 2026.
Lutz Financial Services bought 8,711 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $373K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.51% of Lutz Financial Services's portfolio in Q2 2026, its #11 holding.
Lutz Financial Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 15 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 Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.