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

SCS Capital Management’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	$677K	Sell	15,266 -12,844	-46%	-$550K	0.01%	330
2026 Q1	$1.09M	Buy	+28,110	New	+$1.13M	0.01%	267
2025 Q4	–	Sell	-28,110	Closed	-$1.08M	–	499
2025 Q3	$1.08M	Hold	28,110	–	–	0.01%	275
2025 Q2	$1.01M	Hold	28,110	–	–	0.01%	293
2025 Q1	$927K	Buy	+28,110	New	+$976K	0.01%	268

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

SCS Capital Management's DFAC Position: Q2 2026 in Review

SCS Capital Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 46% in Q2 2026, selling an estimated $550K and leaving 15,266 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #330.

SCS Capital Management first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2026. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

SCS Capital Management held 15,266 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $677K as of Q2 2026.
SCS Capital Management sold 12,844 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $550K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #330 holding.
SCS Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 5 quarters since.
SCS Capital Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.09M in Q1 2026.
1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.