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

SageView Advisory Group’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	$12M	Sell	269,949 -11,821	-4%	-$506K	0.39%	31
2026 Q1	$10.9M	Sell	281,770 -11,220	-4%	-$452K	0.4%	27
2025 Q4	$11.6M	Sell	292,990 -7,795	-3%	-$304K	0.39%	31
2025 Q3	$11.6M	Sell	300,785 -1,134	-0.4%	-$42.3K	0.4%	31
2025 Q2	$11.2M	Sell	301,919 -2,009	-0.7%	-$67K	0.42%	26
2025 Q1	$10M	Sell	303,928 -6,404	-2%	-$222K	0.43%	29
2024 Q4	$10.7M	Sell	310,332 -6,585	-2%	-$232K	0.46%	29
2024 Q3	$10.9M	Sell	316,917 -1,289	-0.4%	-$42.6K	0.55%	25
2024 Q2	$10.3M	Sell	318,206 -18,622	-6%	-$587K	0.48%	30
2024 Q1	$10.8M	Sell	336,828 -68,727	-17%	-$2.07M	0.54%	28
2023 Q4	$12.1M	Sell	405,555 -4,305	-1%	-$116K	0.52%	25
2023 Q3	$10.7M	Buy	409,860 +2,474	+0.6%	+$67.5K	0.62%	25
2023 Q2	$11.1M	Sell	407,386 -3,571	-0.9%	-$92K	0.62%	27
2023 Q1	$10.5M	Buy	410,957 +237	+0.1%	+$6K	0.67%	27
2022 Q4	$10M	Buy	+410,720	New	+$10M	0.81%	24

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

SageView Advisory Group's DFAC Position: Q2 2026 in Review

SageView Advisory Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.2% in Q2 2026, selling an estimated $506K and leaving 269,949 shares worth $12M. The position accounts for 0.39% of the portfolio, ranked #31.

SageView Advisory Group first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q4 2023. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

SageView Advisory Group held 269,949 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $12M as of Q2 2026.
SageView Advisory Group sold 11,821 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $506K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.39% of SageView Advisory Group's portfolio in Q2 2026, its #31 holding.
SageView Advisory Group 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.
SageView Advisory Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $12.1M in Q4 2023.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.