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

Quantum 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	$1.57M	Hold	35,487	–	–	0.16%	64
2026 Q1	$1.38M	Hold	35,487	–	–	0.15%	59
2025 Q4	$1.4M	Hold	35,487	–	–	0.16%	65
2025 Q3	$1.37M	Buy	35,487 +4	+0%	+$149	0.17%	64
2025 Q2	$1.27M	Buy	35,483 +7,703	+28%	+$257K	0.17%	64
2025 Q1	$916K	Hold	27,780	–	–	0.14%	71
2024 Q4	$961K	Sell	27,780 -6	-0%	-$211	0.15%	63
2024 Q3	$953K	Hold	27,786	–	–	0.15%	67
2024 Q2	$896K	Hold	27,786	–	–	0.16%	64
2024 Q1	$888K	Hold	27,786	–	–	0.16%	65
2023 Q4	$812K	Buy	27,786 +15	+0.1%	+$406	0.2%	36
2023 Q3	$728K	Hold	27,771	–	–	0.21%	37
2023 Q2	$754K	Hold	27,771	–	–	0.22%	29
2023 Q1	$708K	Hold	27,771	–	–	0.22%	30
2022 Q4	$674K	Hold	27,771	–	–	0.3%	25
2022 Q3	$618K	Hold	27,771	–	–	0.27%	28
2022 Q2	$718K	Buy	+27,771	New	+$703K	0.27%	28

Other funds holding DFAC

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

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

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

Quantum Financial Advisors's DFAC Position: Q2 2026 in Review

Quantum Financial Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 35,487 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #64.

Quantum Financial Advisors first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Quantum Financial Advisors held 35,487 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.57M as of Q2 2026.
Quantum 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 0.16% of Quantum Financial Advisors's portfolio in Q2 2026, its #64 holding.
Quantum Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 17 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 Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.