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

Rialto 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	$2.69M	Sell	60,568 -119	-0.2%	-$5.09K	0.53%	43
2026 Q1	$2.36M	Buy	60,687 +8,825	+17%	+$356K	0.53%	43
2025 Q4	$2.05M	Buy	51,862 +17,827	+52%	+$696K	0.49%	45
2025 Q3	$1.31M	Buy	34,035 +1,747	+5%	+$65.2K	0.34%	57
2025 Q2	$1.16M	Sell	32,288 -36	-0.1%	-$1.2K	0.32%	66
2025 Q1	$1.07M	Buy	32,324 +4,064	+14%	+$141K	0.33%	64
2024 Q4	$978K	Buy	+28,260	New	+$995K	0.32%	63

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

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

Rialto Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.2% in Q2 2026, selling an estimated $5.09K and leaving 60,568 shares worth $2.69M. The position accounts for 0.53% of the portfolio, ranked #43.

Rialto Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Rialto Wealth Management held 60,568 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.69M as of Q2 2026.
Rialto Wealth Management sold 119 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $5.09K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.53% of Rialto Wealth Management's portfolio in Q2 2026, its #43 holding.
Rialto Wealth Management 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.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.