Modern Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Modern Wealth Management's DFAC Position: Q2 2026 in Review
Modern Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.1% in Q2 2026, buying an estimated $11.9K and bringing the position to 13,389 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #661.
Modern Wealth Management first reported a position in DFAC in Q2 2024 and has held it in 9 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.
- Modern Wealth Management held 13,389 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $594K as of Q2 2026.
- Modern Wealth Management bought 278 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $11.9K.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #661 holding.
- Modern Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 9 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.