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

Petix & Botte Financial’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 		$255K Buy
5,748
+2,874
+100% +$123K 0.05% 135
2026
Q1 		$223K Sell
2,874
-2,874
-50% -$116K 0.05% 130
2025
Q4 		$228K Buy
+5,748
New +$224K 0.05% 124

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

Petix & Botte Financial's DFAC Position: Q2 2026 in Review

Petix & Botte Financial increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 100% in Q2 2026, buying an estimated $123K and bringing the position to 5,748 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #135.

Petix & Botte Financial first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Petix & Botte Financial held 5,748 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $255K as of Q2 2026.
  • Petix & Botte Financial bought 2,874 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $123K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.05% of Petix & Botte Financial's portfolio in Q2 2026, its #135 holding.
  • Petix & Botte Financial first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.