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

Meeder Advisory 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	–	Sell	-17,047	Closed	-$662K	–	751
2026 Q1	$662K	Sell	17,047 -125	-0.7%	-$5.04K	0.03%	338
2025 Q4	$680K	Sell	17,172 -360	-2%	-$14.1K	0.03%	340
2025 Q3	$676K	Buy	17,532 +1,283	+8%	+$47.9K	0.03%	336
2025 Q2	$582K	Sell	16,249 -1,710	-10%	-$57K	0.03%	349
2025 Q1	$592K	Sell	17,959 -2,672	-13%	-$92.8K	0.04%	325
2024 Q4	$714K	Sell	20,631 -500	-2%	-$17.6K	0.04%	283
2024 Q3	$725K	Buy	+21,131	New	+$698K	0.05%	278

Other funds holding DFAC

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

FPAS

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

RWM

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

Meeder Advisory Services's DFAC Position: Q2 2026 in Review

Meeder Advisory Services sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 17,047 shares — an estimated $662K sold.

Meeder Advisory Services first reported a position in DFAC in Q3 2024 and held it in 7 quarters. The position peaked at $725K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Meeder Advisory Services reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Meeder Advisory Services sold 17,047 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $662K.
Meeder Advisory Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and held it in 7 quarters.
Meeder Advisory Services's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $725K in Q3 2024.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.