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

Selby 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 		$280K Hold
6,301
– – 0.1% 76
2026
Q1 		$245K Hold
6,301
– – 0.1% 78
2025
Q4 		$249K Buy
+6,301
New +$246K 0.1% 79

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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

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

Selby Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 6,301 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #76.

Selby Wealth Management first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Selby Wealth Management held 6,301 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $280K as of Q2 2026.
  • Selby Wealth Management 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 0.1% of Selby Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Selby Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Selby Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.