Morton Capital Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Morton Capital Management's DFAC Position: Q2 2026 in Review
Morton Capital Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.1% in Q2 2026, buying an estimated $3.27M and bringing the position to 1,583,859 shares worth $70.3M. The position accounts for 9.61% of the portfolio, ranked #5.
Morton Capital Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.
- Morton Capital Management held 1,583,859 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $70.3M as of Q2 2026.
- Morton Capital Management bought 76,511 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.27M.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 9.61% of Morton Capital Management's portfolio in Q2 2026, its #5 holding.
- Morton Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 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 Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.