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

Pathfinder Wealth Consulting’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 		– Sell
-37,077
Closed -$1.44M – 30
2026
Q1 		$1.44M Sell
37,077
-531
-1% -$21.4K 0.93% 27
2025
Q4 		$1.49M Buy
+37,608
New +$1.47M 0.94% 25

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

Pathfinder Wealth Consulting's DFAC Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 37,077 shares — an estimated $1.44M sold.

Pathfinder Wealth Consulting first reported a position in DFAC in Q4 2025 and held it in 2 quarters. The position peaked at $1.49M in Q4 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 37,077 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.44M.
  • Pathfinder Wealth Consulting first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.49M in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.