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

RWA Wealth Partners’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	$554K	Hold	12,500	–	–	0.01%	455
2026 Q1	$486K	Hold	12,500	–	–	0.01%	453
2025 Q4	$495K	Sell	12,500 -1,277	-9%	-$49.8K	0.01%	444
2025 Q3	$531K	Hold	13,777	–	–	0.01%	430
2025 Q2	$494K	Sell	13,777 -6,389	-32%	-$213K	0.01%	428
2025 Q1	$665K	Buy	20,166 +652	+3%	+$22.6K	0.01%	373
2024 Q4	$675K	Hold	19,514	–	–	0.01%	378
2024 Q3	$669K	Buy	19,514 +4,352	+29%	+$144K	0.01%	373
2024 Q2	$489K	Hold	15,162	–	–	0.01%	395
2024 Q1	$484K	Hold	15,162	–	–	0.01%	396
2023 Q4	$443K	Buy	+15,162	New	+$410K	0.01%	391

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

RWA Wealth Partners's DFAC Position: Q2 2026 in Review

RWA Wealth Partners held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 12,500 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #455.

RWA Wealth Partners first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $675K in Q4 2024. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

RWA Wealth Partners held 12,500 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $554K as of Q2 2026.
RWA Wealth Partners 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 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #455 holding.
RWA Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
RWA Wealth Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $675K in Q4 2024.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.