OneAscent Financial Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

OneAscent Financial Services’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	$221K	Buy	+4,983	New	+$213K	0.01%	561

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

OneAscent Financial Services's DFAC Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 4,983 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings.

1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

OneAscent Financial Services held 4,983 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $221K as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new OneAscent Financial Services position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #561 holding.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.