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

ShankerValleau Wealth 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 		$97.5M Sell
2,197,279
-64,602
-3% -$2.76M 25.68% 1
2026
Q1 		$87.9M Buy
2,261,881
+36,289
+2% +$1.46M 24.77% 1
2025
Q4 		$88.1M Sell
2,225,592
-35,495
-2% -$1.39M 23.88% 1
2025
Q3 		$87.2M Sell
2,261,087
-39,664
-2% -$1.48M 22.39% 2
2025
Q2 		$82.5M Buy
2,300,751
+13,868
+0.6% +$463K 23.52% 1
2025
Q1 		$75.4M Buy
2,286,883
+214,968
+10% +$7.46M 24.5% 1
2024
Q4 		$71.7M Sell
2,071,915
-68,679
-3% -$2.42M 23.01% 1
2024
Q3 		$73.4M Sell
2,140,594
-41,346
-2% -$1.37M 25% 1
2024
Q2 		$70.3M Sell
2,181,940
-24,945
-1% -$787K 30.11% 1
2024
Q1 		$70.5M Sell
2,206,885
-32,905
-1% -$993K 32.45% 1
2023
Q4 		$65.5M Sell
2,239,790
-3,771
-0.2% -$102K 33.35% 1
2023
Q3 		$58.8M Buy
2,243,561
+6,741
+0.3% +$184K 33.03% 1
2023
Q2 		$60.7M Sell
2,236,820
-66,655
-3% -$1.72M 33.39% 1
2023
Q1 		$58.7M Buy
2,303,475
+54,943
+2% +$1.39M 34.09% 1
2022
Q4 		$54.6M Sell
2,248,532
-81,415
-3% -$1.98M 33.83% 1
2022
Q3 		$51.8M Sell
2,329,947
-68,833
-3% -$1.69M 35.07% 1
2022
Q2 		$55.9M Buy
2,398,780
+19,579
+0.8% +$496K 36.36% 1
2022
Q1 		$65.6M Sell
2,379,201
-8,823
-0.4% -$242K 39.33% 1
2021
Q4 		$69.2M Buy
+2,388,024
New +$67.4M 39.75% 1

Other funds holding DFAC

Mercer Global Advisors
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
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

ShankerValleau Wealth Advisors's DFAC Position: Q2 2026 in Review

ShankerValleau Wealth Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.9% in Q2 2026, selling an estimated $2.76M and leaving 2,197,279 shares worth $97.5M. The position accounts for 25.68% of the portfolio, ranked #1.

ShankerValleau Wealth 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.

  • ShankerValleau Wealth Advisors held 2,197,279 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $97.5M as of Q2 2026.
  • ShankerValleau Wealth Advisors sold 64,602 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.76M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 25.68% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • ShankerValleau Wealth 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 ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.