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

Poinciana Advisors 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 		$9.78M Sell
192,085
-34,561
-15% -$1.48M 7.26% 2
2026
Q1 		$8.81M Buy
226,646
+2,400
+1% +$96.7K 6.95% 3
2025
Q4 		$8.88M Sell
224,246
-1,077
-0.5% -$42K 7% 2
2025
Q3 		$8.69M Sell
225,323
-13,465
-6% -$502K 7.34% 3
2025
Q2 		$8.56M Sell
238,788
-3,369
-1% -$112K 7.72% 2
2025
Q1 		$7.99M Sell
242,157
-3,055
-1% -$106K 8.28% 2
2024
Q4 		$8.48M Buy
+245,212
New +$8.64M 8.6% 2

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

Poinciana Advisors Group's DFAC Position: Q2 2026 in Review

Poinciana Advisors Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 15% in Q2 2026, selling an estimated $1.48M and leaving 192,085 shares worth $9.78M. The position accounts for 7.26% of the portfolio, ranked #2.

Poinciana Advisors Group first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Poinciana Advisors Group held 192,085 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $9.78M as of Q2 2026.
  • Poinciana Advisors Group sold 34,561 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.48M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 7.26% of Poinciana Advisors Group's portfolio in Q2 2026, its #2 holding.
  • Poinciana Advisors Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.