Sand Hill Global Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Sand Hill Global Advisors’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	$1.1M	Sell	24,744 -1,138	-4%	-$48.7K	0.03%	122
2026 Q1	$1.01M	Hold	25,882	–	–	0.03%	112
2025 Q4	$1.02M	Sell	25,882 -841	-3%	-$32.8K	0.04%	113
2025 Q3	$1.03M	Sell	26,723 -262	-1%	-$9.8K	0.04%	114
2025 Q2	$967K	Hold	26,985	–	–	0.04%	122
2025 Q1	$890K	Buy	26,985 +13,625	+102%	+$473K	0.04%	116
2024 Q4	$462K	Sell	13,360 -422	-3%	-$14.9K	0.02%	144
2024 Q3	$473K	Hold	13,782	–	–	0.02%	141
2024 Q2	$444K	Hold	13,782	–	–	0.02%	144
2024 Q1	$440K	Sell	13,782 -484	-3%	-$14.6K	0.02%	124
2023 Q4	$417K	Hold	14,266	–	–	0.02%	130
2023 Q3	$374K	Hold	14,266	–	–	0.02%	121
2023 Q2	$387K	Sell	14,266 -1,031	-7%	-$26.6K	0.02%	125
2023 Q1	$390K	Hold	15,297	–	–	0.02%	131
2022 Q4	$371K	Hold	15,297	–	–	0.02%	136
2022 Q3	$340K	Sell	15,297 -616	-4%	-$15.1K	0.02%	132
2022 Q2	$371K	Sell	15,913 -3,002	-16%	-$76K	0.02%	127
2022 Q1	$522K	Hold	18,915	–	–	0.03%	108
2021 Q4	$548K	Hold	18,915	–	–	0.03%	109
2021 Q3	$503K	Hold	18,915	–	–	0.03%	111
2021 Q2	$510K	Buy	+18,915	New	+$503K	0.03%	108

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 $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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 $35B AUM 15.18% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Sand Hill Global Advisors's DFAC Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.4% in Q2 2026, selling an estimated $48.7K and leaving 24,744 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #122.

Sand Hill Global Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Sand Hill Global Advisors held 24,744 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.1M as of Q2 2026.
Sand Hill Global Advisors sold 1,138 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $48.7K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Sand Hill Global Advisors's portfolio in Q2 2026, its #122 holding.
Sand Hill Global Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.