MPWM Advisory Solutions’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

MPWM Advisory Solutions’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	$713K	Sell	16,072 -99	-0.6%	-$4.24K	0.33%	50
2026 Q1	$628K	Sell	16,171 -776	-5%	-$31.3K	0.33%	50
2025 Q4	$671K	Buy	16,947 +862	+5%	+$33.6K	0.37%	45
2025 Q3	$620K	Sell	16,085 -50	-0.3%	-$1.87K	0.37%	43
2025 Q2	$578K	Sell	16,135 -29	-0.2%	-$967	0.37%	43
2025 Q1	$533K	Buy	16,164 +1	+0%	+$35	0.39%	36
2024 Q4	$559K	Buy	+16,163	New	+$569K	0.41%	36

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

MPWM Advisory Solutions's DFAC Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.61% in Q2 2026, selling an estimated $4.24K and leaving 16,072 shares worth $713K. The position accounts for 0.33% of the portfolio, ranked #50.

MPWM Advisory Solutions first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

MPWM Advisory Solutions held 16,072 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $713K as of Q2 2026.
MPWM Advisory Solutions sold 99 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.24K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.33% of MPWM Advisory Solutions's portfolio in Q2 2026, its #50 holding.
MPWM Advisory Solutions first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.