Savant Capital’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Savant Capital’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	$604M	Buy	13,605,470 +1,217,195	+10%	+$52.1M	1.77%	11
2026 Q1	$481M	Buy	12,388,275 +4,363,314	+54%	+$176M	2.33%	11
2025 Q4	$318M	Buy	8,024,961 +636,230	+9%	+$24.8M	1.81%	12
2025 Q3	$285M	Buy	7,388,731 +152,025	+2%	+$5.67M	1.73%	12
2025 Q2	$259M	Sell	7,236,706 -326,014	-4%	-$10.9M	1.86%	12
2025 Q1	$249M	Sell	7,562,720 -1,257,012	-14%	-$43.6M	2.11%	13
2024 Q4	$305M	Sell	8,819,732 -830,806	-9%	-$29.3M	2.4%	8
2024 Q3	$331M	Sell	9,650,538 -107,029	-1%	-$3.54M	2.75%	5
2024 Q2	$315M	Buy	9,757,567 +4,416,364	+83%	+$139M	3.15%	4
2024 Q1	$171M	Sell	5,341,203 -584,171	-10%	-$17.6M	1.96%	8
2023 Q4	$173M	Buy	5,925,374 +102,598	+2%	+$2.78M	2.23%	8
2023 Q3	$153M	Buy	5,822,776 +98,838	+2%	+$2.7M	2.28%	7
2023 Q2	$155M	Buy	5,723,938 +365,823	+7%	+$9.43M	2.43%	7
2023 Q1	$137M	Buy	5,358,115 +152,848	+3%	+$3.87M	2.54%	7
2022 Q4	$126M	Buy	5,205,267 +335,165	+7%	+$8.15M	3.09%	6
2022 Q3	$108M	Sell	4,870,102 -91,728	-2%	-$2.25M	3.37%	6
2022 Q2	$116M	Sell	4,961,830 -72,589	-1%	-$1.84M	3.51%	6
2022 Q1	$139M	Sell	5,034,419 -69,208	-1%	-$1.89M	4.55%	4
2021 Q4	$148M	Sell	5,103,627 -106,454	-2%	-$3M	4.78%	3
2021 Q3	$138M	Sell	5,210,081 -69,673	-1%	-$1.89M	5.05%	4
2021 Q2	$142M	Buy	+5,279,754	New	+$140M	5.75%	2

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

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

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Savant Capital's DFAC Position: Q2 2026 in Review

Savant Capital increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 9.8% in Q2 2026, buying an estimated $52.1M and bringing the position to 13,605,470 shares worth $604M. The position accounts for 1.77% of the portfolio, ranked #11.

Savant Capital first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Savant Capital held 13,605,470 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $604M as of Q2 2026.
Savant Capital bought 1,217,195 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $52.1M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.77% of Savant Capital's portfolio in Q2 2026, its #11 holding.
Savant Capital 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.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.