Mesirow Financial Investment Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Mesirow Financial Investment 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	$13.5M	Buy	303,987 +19,176	+7%	+$820K	0.21%	102
2026 Q1	$11.1M	Buy	284,811 +141,537	+99%	+$5.7M	0.18%	113
2025 Q4	$5.67M	Sell	143,274 -109,327	-43%	-$4.27M	0.12%	122
2025 Q3	$9.74M	Buy	252,601 +15,631	+7%	+$583K	0.17%	109
2025 Q2	$8.49M	Buy	236,970 +14,618	+7%	+$488K	0.17%	115
2025 Q1	$7.34M	Buy	222,352 +3,732	+2%	+$130K	0.14%	120
2024 Q4	$7.56M	Buy	218,620 +6,770	+3%	+$238K	0.15%	115
2024 Q3	$7.26M	Buy	211,850 +62,194	+42%	+$2.05M	0.14%	116
2024 Q2	$4.83M	Buy	149,656 +19,071	+15%	+$601K	0.11%	128
2024 Q1	$4.17M	Buy	130,585 +7,927	+6%	+$239K	0.09%	132
2023 Q4	$3.59M	Buy	+122,658	New	+$3.32M	0.13%	110

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

Mesirow Financial Investment Management's DFAC Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6.7% in Q2 2026, buying an estimated $820K and bringing the position to 303,987 shares worth $13.5M. The position accounts for 0.21% of the portfolio, ranked #102.

Mesirow Financial Investment Management first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Mesirow Financial Investment Management held 303,987 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $13.5M as of Q2 2026.
Mesirow Financial Investment Management bought 19,176 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $820K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.21% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #102 holding.
Mesirow Financial Investment Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.