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Pasadena Private Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Pasadena Private Wealth’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 		$313K Buy
+7,055
New +$302K 0.04% 179

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

Pasadena Private Wealth's DFAC Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 7,055 shares worth $313K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings.

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

  • Pasadena Private Wealth held 7,055 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $313K as of Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Pasadena Private Wealth position in Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of Pasadena Private Wealth's portfolio in Q2 2026, its #179 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 Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.