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OneDigital Investment Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

OneDigital Investment Advisors’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 		$188M Buy
4,246,503
+213,234
+5% +$9.12M 1.59% 6
2026
Q1 		$157M Buy
4,033,269
+93,371
+2% +$3.76M 1.53% 10
2025
Q4 		$156M Buy
3,939,898
+335,403
+9% +$13.1M 1.53% 12
2025
Q3 		$139M Buy
3,604,495
+81,491
+2% +$3.04M 1.43% 16
2025
Q2 		$126M Sell
3,523,004
-87,729
-2% -$2.93M 1.4% 13
2025
Q1 		$119M Buy
3,610,733
+348,113
+11% +$12.1M 1.41% 13
2024
Q4 		$113M Buy
3,262,620
+126,582
+4% +$4.46M 1.31% 14
2024
Q3 		$108M Buy
3,136,038
+385,713
+14% +$12.7M 1.23% 15
2024
Q2 		$88.7M Buy
2,750,325
+339,207
+14% +$10.7M 1.11% 15
2024
Q1 		$77M Buy
2,411,118
+78,722
+3% +$2.38M 1.21% 15
2023
Q4 		$68.2M Buy
2,332,396
+1,960,217
+527% +$53M 1.19% 14
2023
Q3 		$9.75M Buy
372,179
+77,024
+26% +$2.1M 0.21% 101
2023
Q2 		$8.01M Buy
295,155
+34,542
+13% +$890K 0.18% 109
2023
Q1 		$6.64M Buy
260,613
+33,222
+15% +$842K 0.16% 120
2022
Q4 		$5.52M Buy
227,391
+132,983
+141% +$3.23M 0.16% 122
2022
Q3 		$2.1M Buy
94,408
+357
+0.4% +$8.77K 0.08% 180
2022
Q2 		$2.19M Sell
94,051
-8,937
-9% -$226K 0.09% 146
2022
Q1 		$2.84M Buy
102,988
+45
+0% +$1.23K 0.11% 127
2021
Q4 		$2.98M Sell
102,943
-1,625
-2% -$45.9K 0.11% 125
2021
Q3 		$2.78M Buy
104,568
+1,477
+1% +$40.1K 0.11% 121
2021
Q2 		$2.78M Buy
+103,091
New +$2.74M 0.11% 117

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

OneDigital Investment Advisors's DFAC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.3% in Q2 2026, buying an estimated $9.12M and bringing the position to 4,246,503 shares worth $188M. The position accounts for 1.59% of the portfolio, ranked #6.

OneDigital Investment Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • OneDigital Investment Advisors held 4,246,503 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $188M as of Q2 2026.
  • OneDigital Investment Advisors bought 213,234 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $9.12M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.59% of OneDigital Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • OneDigital Investment Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.