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

Salomon & Ludwin’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	$332K	Hold	7,493	–	–	0.03%	141
2026 Q1	$294K	Hold	7,493	–	–	0.03%	148
2025 Q4	$301K	Hold	7,493	–	–	0.03%	142
2025 Q3	$291K	Buy	+7,493	New	+$280K	0.03%	139
2025 Q1	–	Sell	-161	Closed	-$5.57K	–	716
2024 Q4	$5.57K	Hold	161	–	–	﹤0.01%	501
2024 Q3	$5.52K	Sell	161 -86	-35%	-$2.84K	﹤0.01%	517
2024 Q2	$7.96K	Hold	247	–	–	﹤0.01%	476
2024 Q1	$7.89K	Sell	247 -2,217	-90%	-$66.9K	﹤0.01%	580
2023 Q4	$64.6K	Hold	2,464	–	–	0.01%	278
2023 Q3	$64.6K	Buy	+2,464	New	+$67.2K	0.01%	278

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

Salomon & Ludwin's DFAC Position: Q2 2026 in Review

Salomon & Ludwin held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 7,493 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #141.

Salomon & Ludwin first reported a position in DFAC in Q3 2023 and has held it in 10 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Salomon & Ludwin held 7,493 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $332K as of Q2 2026.
Salomon & Ludwin 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 0.03% of Salomon & Ludwin's portfolio in Q2 2026, its #141 holding.
Salomon & Ludwin first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and has held it in 10 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 Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.