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

Platform Wealth Management’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	$48.6M	Buy	+1,095,516	New	+$46.9M	17.78%	1
2025 Q4	$40.9M	Buy	+1,032,484	New	+$40.3M	10.87%	2

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

Platform Wealth Management's DFAC Position: Q2 2026 in Review

Platform Wealth Management opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 1,095,516 shares worth $48.6M. The stake represents 17.78% of the portfolio and ranks #1 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFAC as recently as Q4 2025.

Platform Wealth Management first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Platform Wealth Management held 1,095,516 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $48.6M as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Platform Wealth Management position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 17.78% of Platform Wealth Management's portfolio in Q2 2026, its #1 holding.
Platform Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 2 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 Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.