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

Sequoia Financial Advisors’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	$18.7M	Sell	420,929 -19,803	-4%	-$847K	0.09%	142
2026 Q1	$17.1M	Sell	440,732 -14,820	-3%	-$597K	0.1%	146
2025 Q4	$18M	Sell	455,552 -276	-0.1%	-$10.8K	0.1%	141
2025 Q3	$17.6M	Buy	455,828 +17,758	+4%	+$663K	0.11%	132
2025 Q2	$15.7M	Sell	438,070 -60,933	-12%	-$2.03M	0.11%	146
2025 Q1	$16.5M	Buy	499,003 +29,451	+6%	+$1.02M	0.13%	143
2024 Q4	$16.2M	Buy	469,552 +132,880	+39%	+$4.68M	0.16%	130
2024 Q3	$11.5M	Sell	336,672 -9,991	-3%	-$330K	0.12%	142
2024 Q2	$11.2M	Sell	346,663 -19,303	-5%	-$609K	0.13%	129
2024 Q1	$11.7M	Sell	365,966 -9,725	-3%	-$294K	0.15%	128
2023 Q4	$11M	Sell	375,691 -11,653	-3%	-$315K	0.14%	139
2023 Q3	$10.1M	Sell	387,344 -9,495	-2%	-$259K	0.18%	100
2023 Q2	$10.8M	Sell	396,839 -21,498	-5%	-$554K	0.18%	93
2023 Q1	$10.7M	Sell	418,337 -3,521	-0.8%	-$89.2K	0.24%	83
2022 Q4	$10.2M	Sell	421,858 -40,260	-9%	-$979K	0.25%	80
2022 Q3	$10.3M	Sell	462,118 -125,660	-21%	-$3.09M	0.32%	56
2022 Q2	$13.7M	Buy	587,778 +9,510	+2%	+$241K	0.39%	46
2022 Q1	$15.9M	Buy	578,268 +13,421	+2%	+$367K	0.4%	40
2021 Q4	$16.4M	Buy	+564,847	New	+$15.9M	0.45%	36

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

FPAS

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Sequoia Financial Advisors's DFAC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.5% in Q2 2026, selling an estimated $847K and leaving 420,929 shares worth $18.7M. The position accounts for 0.09% of the portfolio, ranked #142.

Sequoia Financial Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Sequoia Financial Advisors held 420,929 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $18.7M as of Q2 2026.
Sequoia Financial Advisors sold 19,803 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $847K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.09% of Sequoia Financial Advisors's portfolio in Q2 2026, its #142 holding.
Sequoia Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.