Pinnacle Financial Partners (Tennessee)’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$690K	Hold	17,883	–	–	0.02%	301
2025 Q2	$641K	Sell	17,883 -420	-2%	-$14K	0.01%	305
2025 Q1	$604K	Hold	18,303	–	–	0.01%	310
2024 Q4	$633K	Hold	18,303	–	–	0.01%	305
2024 Q3	$628K	Hold	18,303	–	–	0.01%	309
2024 Q2	$590K	Hold	18,303	–	–	0.01%	309
2024 Q1	$585K	Buy	18,303 +1,809	+11%	+$54.6K	0.01%	311
2023 Q4	$482K	Sell	16,494 -1,091	-6%	-$29.5K	0.01%	311
2023 Q3	$461K	Buy	17,585 +1,091	+7%	+$29.8K	0.01%	307
2023 Q2	$448K	Hold	16,494	–	–	0.01%	304
2023 Q1	$420K	Hold	16,494	–	–	0.01%	310
2022 Q4	$400K	Hold	16,494	–	–	0.01%	308
2022 Q3	$367K	Hold	16,494	–	–	0.01%	300
2022 Q2	$385K	Hold	16,494	–	–	0.01%	291
2022 Q1	$455K	Hold	16,494	–	–	0.01%	286
2021 Q4	$478K	Sell	16,494 -199	-1%	-$5.62K	0.01%	289
2021 Q3	$443K	Hold	16,693	–	–	0.02%	287
2021 Q2	$450K	Buy	+16,693	New	+$444K	0.02%	271

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DFAC Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2025 at 17,883 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #301.

Pinnacle Financial Partners (Tennessee) first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. 1,049 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 17,883 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $690K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2025.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #301 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 18 quarters since.
1,049 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.