McIlrath & Eck’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

McIlrath & Eck’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	$157K	Hold	4,034	–	–	0.01%	301
2025 Q4	$160K	Hold	4,034	–	–	0.01%	189
2025 Q3	$156K	Hold	4,034	–	–	0.02%	169
2025 Q2	$145K	Hold	4,034	–	–	0.02%	160
2025 Q1	$133K	Hold	4,034	–	–	0.02%	163
2024 Q4	$140K	Hold	4,034	–	–	0.02%	146
2024 Q3	$138K	Hold	4,034	–	–	0.02%	155
2024 Q2	$130K	Hold	4,034	–	–	0.02%	148
2024 Q1	$129K	Hold	4,034	–	–	0.02%	150
2023 Q4	$118K	Sell	4,034 -740	-16%	-$20K	0.02%	151
2023 Q3	$125K	Hold	4,774	–	–	0.03%	145
2023 Q2	$130K	Hold	4,774	–	–	0.03%	139
2023 Q1	$122K	Hold	4,774	–	–	0.03%	142
2022 Q4	$116K	Hold	4,774	–	–	0.03%	135
2022 Q3	$106K	Hold	4,774	–	–	0.03%	141
2022 Q2	$111K	Hold	4,774	–	–	0.03%	123
2022 Q1	$132K	Hold	4,774	–	–	0.04%	106
2021 Q4	$138K	Hold	4,774	–	–	0.04%	102
2021 Q3	$127K	Hold	4,774	–	–	0.04%	105
2021 Q2	$129K	Buy	+4,774	New	+$127K	0.04%	123

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

McIlrath & Eck's DFAC Position: Q1 2026 in Review

McIlrath & Eck held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q1 2026 at 4,034 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #301.

McIlrath & Eck first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $160K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

McIlrath & Eck held 4,034 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $157K as of Q1 2026.
McIlrath & Eck left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q1 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #301 holding.
McIlrath & Eck 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.
McIlrath & Eck's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $160K in Q4 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 McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.