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

&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	$644K	Buy	14,519 +462	+3%	+$19.8K	﹤0.01%	1688
2026 Q1	$546K	Buy	14,057 +5	+0%	+$201	﹤0.01%	1646
2025 Q4	$556K	Buy	14,052 +4,464	+47%	+$174K	﹤0.01%	1548
2025 Q3	$370K	Buy	9,588 +2,726	+40%	+$102K	﹤0.01%	1637
2025 Q2	$246K	Buy	6,862 +5	+0.1%	+$167	﹤0.01%	1727
2025 Q1	$225K	Buy	6,857 +5	+0.1%	+$174	﹤0.01%	1566
2024 Q4	$239K	Buy	6,852 +4	+0.1%	+$141	﹤0.01%	1453
2024 Q3	$235K	Buy	+6,848	New	+$226K	﹤0.01%	1225

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

&Partners's DFAC Position: Q2 2026 in Review

&Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 3.3% in Q2 2026, buying an estimated $19.8K and bringing the position to 14,519 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

&Partners first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

&Partners held 14,519 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $644K as of Q2 2026.
&Partners bought 462 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $19.8K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1688 holding.
&Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 8 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.