Mach-1 Financial Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Mach-1 Financial Group’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 Q1	–	Sell	-8,692	Closed	-$344K	–	190
2025 Q4	$344K	Sell	8,692 -2,470,232	-100%	-$96.4M	0.07%	207
2025 Q3	$95.6M	Buy	+2,478,924	New	+$92.5M	15.26%	1
2025 Q2	–	Sell	-8,692	Closed	-$287K	–	238
2025 Q1	$287K	Buy	+8,692	New	+$302K	0.09%	214
2024 Q4	–	Sell	-8,692	Closed	-$298K	–	63
2024 Q3	$298K	Hold	8,692	–	–	0.18%	54
2024 Q2	$280K	Sell	8,692 -300	-3%	-$9.46K	0.19%	52
2024 Q1	$287K	Hold	8,992	–	–	0.22%	46
2023 Q4	$263K	Hold	8,992	–	–	0.1%	193
2023 Q3	$236K	Hold	8,992	–	–	0.1%	179
2023 Q2	$244K	Hold	8,992	–	–	0.07%	176
2023 Q1	$230	Buy	+8,992	New	+$228K	﹤0.01%	261

Other funds holding DFAC

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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

RWM

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

Mach-1 Financial Group's DFAC Position: Q1 2026 in Review

Mach-1 Financial Group sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q1 2026, closing a stake of 8,692 shares — an estimated $344K sold.

Mach-1 Financial Group first reported a position in DFAC in Q1 2023 and held it in 10 quarters. The position peaked at $95.6M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Mach-1 Financial Group reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
Mach-1 Financial Group sold 8,692 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2026, an estimated $344K.
Mach-1 Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and held it in 10 quarters.
Mach-1 Financial Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $95.6M in Q3 2025.
1,180 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.