Savvy Advisors Inc’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Savvy Advisors Inc’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	$47.5M	Buy	1,069,808 +111,962	+12%	+$4.79M	1.01%	16
2026 Q1	$37.2M	Buy	957,846 +288,074	+43%	+$11.6M	0.99%	16
2025 Q4	$26.5M	Buy	669,772 +54,614	+9%	+$2.13M	0.86%	21
2025 Q3	$23.7M	Buy	615,158 +557,323	+964%	+$20.8M	1.09%	17
2025 Q2	$2.07M	Sell	57,835 -10,809	-16%	-$361K	0.14%	115
2025 Q1	$2.26M	Buy	68,644 +7,288	+12%	+$253K	0.23%	75
2024 Q4	$2.12M	Sell	61,356 -13,967	-19%	-$492K	0.26%	68
2024 Q3	$2.58M	Buy	75,323 +58,886	+358%	+$1.94M	0.52%	37
2024 Q2	$530K	Buy	16,437 +3,883	+31%	+$122K	0.17%	134
2024 Q1	$401K	Buy	+12,554	New	+$379K	0.23%	120

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

Savvy Advisors Inc's DFAC Position: Q2 2026 in Review

Savvy Advisors Inc increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 12% in Q2 2026, buying an estimated $4.79M and bringing the position to 1,069,808 shares worth $47.5M. The position accounts for 1.01% of the portfolio, ranked #16.

Savvy Advisors Inc first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Savvy Advisors Inc held 1,069,808 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $47.5M as of Q2 2026.
Savvy Advisors Inc bought 111,962 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.79M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #16 holding.
Savvy Advisors Inc 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.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.