Pinnacle Financial Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Pinnacle Financial Group’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	$25.5M	Buy	575,309 +22,833	+4%	+$977K	6.23%	3
2026 Q1	$21.5M	Buy	552,476 +9,945	+2%	+$401K	5.88%	3
2025 Q4	$21.5M	Buy	542,531 +6,478	+1%	+$253K	6.23%	5
2025 Q3	$20.7M	Buy	536,053 +16,146	+3%	+$603K	6.25%	5
2025 Q2	$18.6M	Buy	519,907 +4,686	+0.9%	+$156K	6.24%	5
2025 Q1	$17M	Sell	515,221 -3,421	-0.7%	-$119K	6.18%	5
2024 Q4	$17.9M	Buy	518,642 +7,496	+1%	+$264K	7.03%	4
2024 Q3	$17.5M	Sell	511,146 -14,968	-3%	-$494K	6.87%	5
2024 Q2	$17M	Buy	526,114 +14,964	+3%	+$472K	7.25%	5
2024 Q1	$16.3M	Buy	511,150 +48,185	+10%	+$1.45M	7.17%	5
2023 Q4	$13.5M	Buy	462,965 +25,668	+6%	+$695K	6.93%	4
2023 Q3	$11.5M	Buy	437,297 +9,774	+2%	+$267K	6.82%	4
2023 Q2	$11.6M	Buy	427,523 +20,881	+5%	+$538K	6.59%	4
2023 Q1	$10.4M	Buy	406,642 +219,114	+117%	+$5.55M	6.19%	4
2022 Q4	$4.55M	Buy	187,528 +40,192	+27%	+$978K	3.22%	9
2022 Q3	$3.28M	Buy	147,336 +55,997	+61%	+$1.37M	2.84%	11
2022 Q2	$2.13M	Buy	91,339 +54,215	+146%	+$1.37M	1.81%	14
2022 Q1	$1.02M	Buy	+37,124	New	+$1.02M	0.83%	23

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

Pinnacle Financial Group's DFAC Position: Q2 2026 in Review

Pinnacle Financial Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.1% in Q2 2026, buying an estimated $977K and bringing the position to 575,309 shares worth $25.5M. The position accounts for 6.23% of the portfolio, ranked #3.

Pinnacle Financial Group first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Pinnacle Financial Group held 575,309 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $25.5M as of Q2 2026.
Pinnacle Financial Group bought 22,833 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $977K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 6.23% of Pinnacle Financial Group's portfolio in Q2 2026, its #3 holding.
Pinnacle Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2022 and has held it in 18 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 Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.