Signature Estate & Investment Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Signature Estate & Investment 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	–	Sell	-18,835	Closed	-$732K	–	678
2026 Q1	$732K	Buy	18,835 +26	+0.1%	+$1.05K	0.01%	344
2025 Q4	$745K	Buy	18,809 +24	+0.1%	+$937	0.02%	307
2025 Q3	$725K	Buy	18,785 +28	+0.1%	+$1.04K	0.02%	308
2025 Q2	$672K	Buy	18,757 +31	+0.2%	+$1.03K	0.02%	299
2025 Q1	$618K	Sell	18,726 -3,558	-16%	-$124K	0.02%	298
2024 Q4	$771K	Buy	22,284 +3,301	+17%	+$116K	0.02%	261
2024 Q3	$651K	Buy	18,983 +38	+0.2%	+$1.25K	0.02%	272
2024 Q2	$611K	Buy	+18,945	New	+$597K	0.02%	265

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

Signature Estate & Investment Advisors's DFAC Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 18,835 shares — an estimated $732K sold.

Signature Estate & Investment Advisors first reported a position in DFAC in Q2 2024 and held it in 8 quarters. The position peaked at $771K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 18,835 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $732K.
Signature Estate & Investment Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and held it in 8 quarters.
Signature Estate & Investment Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $771K in Q4 2024.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.