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

Mosaic Family 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 		$1.85M Buy
41,804
+6,380
+18% +$273K 0.12% 132
2026
Q1 		$1.38M Sell
35,424
-812
-2% -$32.7K 0.14% 90
2025
Q4 		$1.43M Sell
36,236
-215
-0.6% -$8.39K 0.16% 75
2025
Q3 		$1.4M Buy
36,451
+360
+1% +$13.4K 0.16% 64
2025
Q2 		$1.29M Sell
36,091
-1,023
-3% -$34.1K 0.16% 65
2025
Q1 		$1.22M Buy
37,114
+8,365
+29% +$290K 0.17% 66
2024
Q4 		$994K Sell
28,749
-531
-2% -$18.7K 0.14% 79
2024
Q3 		$1M Sell
29,280
-505
-2% -$16.7K 0.15% 80
2024
Q2 		$960K Sell
29,785
-27
-0.1% -$851 0.15% 76
2024
Q1 		$952K Buy
29,812
+8,395
+39% +$253K 0.16% 76
2023
Q4 		$626K Buy
21,417
+3
+0% +$81 0.11% 96
2023
Q3 		$561K Buy
21,414
+6,671
+45% +$182K 0.11% 95
2023
Q2 		$400K Buy
14,743
+83
+0.6% +$2.14K 0.08% 115
2023
Q1 		$374K Buy
+14,660
New +$371K 0.08% 122

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Mosaic Family Wealth Partners's DFAC Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 18% in Q2 2026, buying an estimated $273K and bringing the position to 41,804 shares worth $1.85M. The position accounts for 0.12% of the portfolio, ranked #132.

Mosaic Family Wealth Partners first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Mosaic Family Wealth Partners held 41,804 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.85M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 6,380 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $273K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.12% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Mosaic Family Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and has held it in 14 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 Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.