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

Meridian Wealth Partners’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	$104M	Sell	2,351,350 -29,270	-1%	-$1.25M	12.63%	2
2026 Q1	$92.5M	Sell	2,380,620 -106,396	-4%	-$4.29M	12.7%	2
2025 Q4	$98.5M	Sell	2,487,016 -163,908	-6%	-$6.4M	13.57%	1
2025 Q3	$102M	Sell	2,650,924 -51,357	-2%	-$1.92M	14.07%	1
2025 Q2	$96.8M	Sell	2,702,281 -46,081	-2%	-$1.54M	14.04%	1
2025 Q1	$90.7M	Sell	2,748,362 -118,263	-4%	-$4.11M	14.47%	1
2024 Q4	$99.2M	Sell	2,866,625 -28,952	-1%	-$1.02M	15.04%	1
2024 Q3	$99.3M	Sell	2,895,577 -30,080	-1%	-$994K	15.44%	1
2024 Q2	$94.3M	Sell	2,925,657 -65,117	-2%	-$2.05M	16.65%	1
2024 Q1	$95.6M	Sell	2,990,774 -64,945	-2%	-$1.96M	17.25%	1
2023 Q4	$89.3M	Sell	3,055,719 -48,842	-2%	-$1.32M	17.05%	1
2023 Q3	$81.3M	Sell	3,104,561 -51,939	-2%	-$1.42M	16.94%	1
2023 Q2	$85.7M	Sell	3,156,500 -66,179	-2%	-$1.71M	17.6%	1
2023 Q1	$82.1M	Sell	3,222,679 -51,218	-2%	-$1.3M	17.88%	1
2022 Q4	$79.5M	Sell	3,273,897 -3,147	-0.1%	-$76.5K	18.39%	1
2022 Q3	$72.9M	Sell	3,277,044 -50,328	-2%	-$1.24M	18.24%	1
2022 Q2	$77.5M	Sell	3,327,372 -15,355	-0.5%	-$389K	18.41%	1
2022 Q1	$92.2M	Buy	3,342,727 +11,572	+0.3%	+$317K	19.4%	1
2021 Q4	$96.5M	Buy	3,331,155 +17,227	+0.5%	+$486K	19.33%	1
2021 Q3	$88.1M	Sell	3,313,928 -41,421	-1%	-$1.13M	19.05%	1
2021 Q2	$90.5M	Buy	+3,355,349	New	+$89.2M	21.13%	1

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

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

Meridian Wealth Partners reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.2% in Q2 2026, selling an estimated $1.25M and leaving 2,351,350 shares worth $104M. The position accounts for 12.63% of the portfolio, ranked #2.

Meridian Wealth Partners first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Meridian Wealth Partners held 2,351,350 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $104M as of Q2 2026.
Meridian Wealth Partners sold 29,270 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.25M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 12.63% of Meridian Wealth Partners's portfolio in Q2 2026, its #2 holding.
Meridian Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.