Sanibel Captiva Trust Company’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Sanibel Captiva Trust Company’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	$1.71M	Hold	38,593	–	–	0.04%	209
2026 Q1	$1.5M	Hold	38,593	–	–	0.04%	206
2025 Q4	$1.53M	Hold	38,593	–	–	0.04%	199
2025 Q3	$1.49M	Hold	38,593	–	–	0.04%	200
2025 Q2	$1.38M	Hold	38,593	–	–	0.04%	200
2025 Q1	$1.27M	Hold	38,593	–	–	0.04%	206
2024 Q4	$1.33M	Hold	38,593	–	–	0.04%	199
2024 Q3	$1.32M	Hold	38,593	–	–	0.04%	200
2024 Q2	$1.24M	Buy	38,593 +32,154	+499%	+$1.01M	0.04%	193
2024 Q1	$206K	Buy	+6,439	New	+$194K	0.01%	351

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

FPAS

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Sanibel Captiva Trust Company's DFAC Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 38,593 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #209.

Sanibel Captiva Trust Company first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Sanibel Captiva Trust Company held 38,593 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.71M as of Q2 2026.
Sanibel Captiva Trust Company 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 0.04% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #209 holding.
Sanibel Captiva Trust Company first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.