Measured Wealth Private Client Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Measured Wealth Private Client 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 Q2	–	Sell	-805	Closed	-$31.3K	–	728
2026 Q1	$31.3K	Hold	805	–	–	0.01%	369
2025 Q4	$31.9K	Buy	+805	New	+$31.4K	0.01%	377

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

Measured Wealth Private Client Group's DFAC Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 805 shares — an estimated $31.3K sold.

Measured Wealth Private Client Group first reported a position in DFAC in Q4 2025 and held it in 2 quarters. The position peaked at $31.9K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Measured Wealth Private Client Group reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 805 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $31.3K.
Measured Wealth Private Client Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and held it in 2 quarters.
Measured Wealth Private Client Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $31.9K in Q4 2025.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.