Plante Moran Financial Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Plante Moran Financial Advisors’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	$346K	Hold	7,810	–	–	0.02%	118
2026 Q1	$303K	Hold	7,810	–	–	0.02%	125
2025 Q4	$309K	Hold	7,810	–	–	0.02%	128
2025 Q3	$301K	Sell	7,810 -675	-8%	-$25.2K	0.02%	128
2025 Q2	$304K	Hold	8,485	–	–	0.02%	123
2025 Q1	$280K	Hold	8,485	–	–	0.02%	128
2024 Q4	$293K	Hold	8,485	–	–	0.02%	133
2024 Q3	$291K	Sell	8,485 -279	-3%	-$9.21K	0.02%	135
2024 Q2	$283K	Buy	8,764 +2,674	+44%	+$84.3K	0.03%	137
2024 Q1	$195K	Hold	6,090	–	–	0.02%	177
2023 Q4	$178K	Sell	6,090 -916	-13%	-$24.8K	0.02%	183
2023 Q3	$184K	Hold	7,006	–	–	0.02%	155
2023 Q2	$190K	Hold	7,006	–	–	0.02%	161
2023 Q1	$179K	Sell	7,006 -593	-8%	-$15K	0.02%	159
2022 Q4	$185K	Sell	7,599 -405	-5%	-$9.85K	0.03%	163
2022 Q3	$178K	Buy	8,004 +31	+0.4%	+$761	0.03%	153
2022 Q2	$186K	Buy	7,973 +30	+0.4%	+$760	0.03%	154
2022 Q1	$219K	Buy	7,943 +17	+0.2%	+$465	0.04%	154
2021 Q4	$230K	Sell	7,926 -867	-10%	-$24.5K	0.04%	165
2021 Q3	$234K	Buy	8,793 +24	+0.3%	+$652	0.05%	168
2021 Q2	$237K	Buy	+8,769	New	+$233K	0.06%	153

Other funds holding DFAC

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

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

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

RWM

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

Plante Moran Financial Advisors's DFAC Position: Q2 2026 in Review

Plante Moran Financial Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 7,810 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #118.

Plante Moran Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Plante Moran Financial Advisors held 7,810 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $346K as of Q2 2026.
Plante Moran Financial Advisors left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #118 holding.
Plante Moran Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 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 Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.