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Natural Investments’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Natural Investments’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 		$355K Sell
8,004
-565
-7% -$24.2K 0.08% 204
2026
Q1 		$332K Hold
8,569
– – 0.08% 206
2025
Q4 		$339K Buy
+8,569
New +$334K 0.08% 208
2025
Q3 		– Sell
-8,569
Closed -$307K – 248
2025
Q2 		$307K Sell
8,569
-3,400
-28% -$113K 0.08% 198
2025
Q1 		$394K Hold
11,969
– – 0.11% 163
2024
Q4 		$414K Buy
+11,969
New +$422K 0.11% 155

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

Natural Investments's DFAC Position: Q2 2026 in Review

Natural Investments reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6.6% in Q2 2026, selling an estimated $24.2K and leaving 8,004 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #204.

Natural Investments first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $414K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Natural Investments held 8,004 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $355K as of Q2 2026.
  • Natural Investments sold 565 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $24.2K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.08% of Natural Investments's portfolio in Q2 2026, its #204 holding.
  • Natural Investments first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 6 quarters since.
  • Natural Investments's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $414K in Q4 2024.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.