Prime Capital Investment Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Prime Capital Investment 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	$18.7M	Buy	420,508 +289	+0.1%	+$12.4K	0.18%	102
2026 Q1	$16.3M	Sell	420,219 -3,964	-0.9%	-$160K	0.19%	104
2025 Q4	$16.8M	Buy	424,183 +27,246	+7%	+$1.06M	0.2%	86
2025 Q3	$15.3M	Buy	396,937 +42,997	+12%	+$1.6M	0.19%	91
2025 Q2	$12.7M	Sell	353,940 -209,684	-37%	-$6.99M	0.17%	99
2025 Q1	$18.6M	Buy	563,624 +157,061	+39%	+$5.45M	0.22%	89
2024 Q4	$14.1M	Buy	406,563 +10,874	+3%	+$383K	0.2%	92
2024 Q3	$13.6M	Sell	395,689 -1,231	-0.3%	-$40.7K	0.19%	91
2024 Q2	$12.8M	Sell	396,920 -207,286	-34%	-$6.54M	0.19%	94
2024 Q1	$19.3M	Sell	604,206 -8,924	-1%	-$269K	0.27%	78
2023 Q4	$17.9M	Buy	613,130 +598,131	+3,988%	+$16.2M	0.27%	79
2023 Q3	$393K	Sell	14,999 -3,592	-19%	-$98K	0.01%	515
2023 Q2	$505K	Buy	18,591 +9,707	+109%	+$250K	0.01%	477
2023 Q1	$226K	Sell	8,884 -5,286	-37%	-$134K	0.01%	485
2022 Q4	$344K	Sell	14,170 -1,003	-7%	-$24.4K	0.01%	398
2022 Q3	$337K	Sell	15,173 -7,607	-33%	-$187K	0.02%	291
2022 Q2	$531K	Buy	22,780 +1,953	+9%	+$49.4K	0.03%	224
2022 Q1	$603K	Hold	20,827	–	–	0.03%	214
2021 Q4	$603K	Buy	+20,827	New	+$588K	0.03%	217
2021 Q3	–	Sell	-41,559	Closed	-$1.12M	–	312
2021 Q2	$1.12M	Buy	+41,559	New	+$1.1M	0.07%	177

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

Prime Capital Investment Advisors's DFAC Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.07% in Q2 2026, buying an estimated $12.4K and bringing the position to 420,508 shares worth $18.7M. The position accounts for 0.18% of the portfolio, ranked #102.

Prime Capital Investment Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $19.3M in Q1 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Prime Capital Investment Advisors held 420,508 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $18.7M as of Q2 2026.
Prime Capital Investment Advisors bought 289 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $12.4K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.18% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #102 holding.
Prime Capital Investment Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
Prime Capital Investment Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $19.3M in Q1 2024.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.