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

Rebalance’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	$692K	Sell	15,600 -1,439	-8%	-$61.6K	0.04%	71
2026 Q1	$662K	Buy	17,039 +43	+0.3%	+$1.73K	0.04%	69
2025 Q4	$673K	Buy	16,996 +39	+0.2%	+$1.52K	0.04%	70
2025 Q3	$654K	Buy	16,957 +47	+0.3%	+$1.75K	0.04%	70
2025 Q2	$606K	Buy	16,910 +51	+0.3%	+$1.7K	0.04%	68
2025 Q1	$556K	Buy	16,859 +41	+0.2%	+$1.42K	0.04%	68
2024 Q4	$582K	Hold	16,818	–	–	0.04%	64
2024 Q3	$577K	Hold	16,818	–	–	0.04%	62
2024 Q2	$542K	Hold	16,818	–	–	0.04%	64
2024 Q1	$537K	Hold	16,818	–	–	0.04%	62
2023 Q4	$492K	Hold	16,818	–	–	0.04%	62
2023 Q3	$441K	Hold	16,818	–	–	0.04%	60
2023 Q2	$457K	Hold	16,818	–	–	0.04%	59
2023 Q1	$429K	Buy	16,818 +40	+0.2%	+$1.01K	0.04%	61
2022 Q4	$407K	Buy	+16,778	New	+$408K	0.04%	64

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

Rebalance's DFAC Position: Q2 2026 in Review

Rebalance reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 8.4% in Q2 2026, selling an estimated $61.6K and leaving 15,600 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #71.

Rebalance first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Rebalance held 15,600 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $692K as of Q2 2026.
Rebalance sold 1,439 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $61.6K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of Rebalance's portfolio in Q2 2026, its #71 holding.
Rebalance first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 15 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 Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.