Meridian Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Meridian Wealth Management’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	$4.39M	Sell	98,892 -1,503	-1%	-$64.3K	0.14%	147
2026 Q1	$3.9M	Sell	100,395 -2,503	-2%	-$101K	0.14%	136
2025 Q4	$4.07M	Sell	102,898 -944	-0.9%	-$36.8K	0.14%	137
2025 Q3	$4.01M	Sell	103,842 -7,043	-6%	-$263K	0.15%	128
2025 Q2	$3.97M	Sell	110,885 -175	-0.2%	-$5.84K	0.17%	127
2025 Q1	$3.66M	Sell	111,060 -2,181	-2%	-$75.7K	0.18%	128
2024 Q4	$3.92M	Sell	113,241 -28,109	-20%	-$990K	0.19%	120
2024 Q3	$4.85M	Sell	141,350 -523	-0.4%	-$17.3K	0.24%	90
2024 Q2	$4.57M	Buy	+141,873	New	+$4.47M	0.55%	43
2024 Q1	–	Sell	-182,641	Closed	-$5.33M	–	265
2023 Q4	$5.33M	Buy	182,641 +5,768	+3%	+$156K	0.34%	66
2023 Q3	$4.64M	Sell	176,873 -1,027	-0.6%	-$28K	0.28%	72
2023 Q2	$4.83M	Buy	177,900 +6,045	+4%	+$156K	0.41%	45
2023 Q1	$4.38M	Sell	171,855 -300	-0.2%	-$7.6K	0.38%	58
2022 Q4	$4.18M	Hold	172,155	–	–	0.41%	54
2022 Q3	$3.83M	Sell	172,155 -799	-0.5%	-$19.6K	0.41%	48
2022 Q2	$4.03M	Buy	+172,954	New	+$4.38M	0.33%	76

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

Meridian Wealth Management's DFAC Position: Q2 2026 in Review

Meridian Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.5% in Q2 2026, selling an estimated $64.3K and leaving 98,892 shares worth $4.39M. The position accounts for 0.14% of the portfolio, ranked #147.

Meridian Wealth Management first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.33M in Q4 2023. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Meridian Wealth Management held 98,892 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $4.39M as of Q2 2026.
Meridian Wealth Management sold 1,503 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $64.3K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.14% of Meridian Wealth Management's portfolio in Q2 2026, its #147 holding.
Meridian Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 16 quarters since.
Meridian Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $5.33M in Q4 2023.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.