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

Seaside Wealth 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	$2.99M	Buy	67,393 +165	+0.2%	+$7.06K	0.74%	13
2026 Q1	$2.61M	Buy	67,228 +76	+0.1%	+$3.06K	0.73%	13
2025 Q4	$2.66M	Sell	67,152 -16	-0%	-$624	0.76%	13
2025 Q3	$2.59M	Buy	67,168 +187	+0.3%	+$6.98K	0.77%	13
2025 Q2	$2.4M	Buy	66,981 +1,254	+2%	+$41.8K	0.76%	13
2025 Q1	$2.17M	Sell	65,727 -683	-1%	-$23.7K	0.77%	13
2024 Q4	$2.3M	Sell	66,410 -94	-0.1%	-$3.31K	0.84%	13
2024 Q3	$2.28M	Buy	66,504 +715	+1%	+$23.6K	0.86%	14
2024 Q2	$2.12M	Buy	65,789 +135	+0.2%	+$4.26K	0.88%	14
2024 Q1	$2.1M	Sell	65,654 -20	-0%	-$604	0.89%	14
2023 Q4	$1.92M	Buy	65,674 +207	+0.3%	+$5.6K	0.88%	15
2023 Q3	$1.72M	Buy	65,467 +177	+0.3%	+$4.83K	0.87%	14
2023 Q2	$1.77M	Buy	65,290 +216	+0.3%	+$5.57K	0.92%	14
2023 Q1	$1.66M	Sell	65,074 -443	-0.7%	-$11.2K	1.01%	14
2022 Q4	$1.59M	Buy	65,517 +315	+0.5%	+$7.66K	1.05%	14
2022 Q3	$1.59M	Buy	65,202 +239	+0.4%	+$5.87K	1.1%	14
2022 Q2	$1.65M	Buy	+64,963	New	+$1.64M	1.25%	14

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

Seaside Wealth Management's DFAC Position: Q2 2026 in Review

Seaside Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.25% in Q2 2026, buying an estimated $7.06K and bringing the position to 67,393 shares worth $2.99M. The position accounts for 0.74% of the portfolio, ranked #13.

Seaside Wealth Management first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Seaside Wealth Management held 67,393 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.99M as of Q2 2026.
Seaside Wealth Management bought 165 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $7.06K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.74% of Seaside Wealth Management's portfolio in Q2 2026, its #13 holding.
Seaside Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 17 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 Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.