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

Revisor 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	$853K	Hold	19,221	–	–	0.2%	129
2026 Q1	$747K	Hold	19,221	–	–	0.21%	122
2025 Q4	$783K	Hold	19,221	–	–	0.21%	114
2025 Q3	$743K	Sell	19,221 -6,478	-25%	-$242K	0.26%	86
2025 Q2	$941K	Hold	25,699	–	–	0.34%	62
2025 Q1	$848K	Buy	25,699 +18,459	+255%	+$641K	0.38%	54
2024 Q4	$250K	Sell	7,240 -14,481	-67%	-$510K	0.23%	93
2024 Q3	$745K	Hold	21,721	–	–	0.47%	45
2024 Q2	$700K	Sell	21,721 -4,190	-16%	-$132K	0.49%	39
2024 Q1	$793K	Buy	25,911 +975	+4%	+$29.4K	0.36%	58
2023 Q4	$729K	Buy	24,936 +5,503	+28%	+$149K	0.84%	24
2023 Q3	$509K	Buy	19,433 +975	+5%	+$26.6K	0.43%	50
2023 Q2	$501K	Hold	18,458	–	–	0.45%	50
2023 Q1	$470K	Buy	+18,458	New	+$468K	0.43%	55

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

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

Revisor Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 19,221 shares worth $853K. The position accounts for 0.2% of the portfolio, ranked #129.

Revisor Wealth Management first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $941K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Revisor Wealth Management held 19,221 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $853K as of Q2 2026.
Revisor Wealth Management 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 0.2% of Revisor Wealth Management's portfolio in Q2 2026, its #129 holding.
Revisor Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
Revisor Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $941K in Q2 2025.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.