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

Signet Financial 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
Q1 		$2.3M Sell
59,143
-93
-0.2% -$3.75K 0.26% 112
2025
Q4 		$2.35M Sell
59,236
-218
-0.4% -$8.51K 0.26% 110
2025
Q3 		$2.29M Buy
59,454
+8
+0% +$299 0.27% 112
2025
Q2 		$2.13M Sell
59,446
-5,271
-8% -$176K 0.27% 117
2025
Q1 		$2.13M Sell
64,717
-7,639
-11% -$265K 0.29% 113
2024
Q4 		$2.5M Sell
72,356
-877
-1% -$30.9K 0.32% 97
2024
Q3 		$2.51M Buy
73,233
+239
+0.3% +$7.89K 0.32% 97
2024
Q2 		$2.35M Buy
72,994
+2,545
+4% +$80.3K 0.32% 101
2024
Q1 		$2.25M Buy
70,449
+792
+1% +$23.9K 0.31% 103
2023
Q4 		$2.04M Buy
69,657
+539
+0.8% +$14.6K 0.3% 103
2023
Q3 		$1.81M Buy
69,118
+774
+1% +$21.1K 0.3% 105
2023
Q2 		$1.86M Buy
68,344
+127
+0.2% +$3.27K 0.29% 105
2023
Q1 		$1.74M Buy
68,217
+856
+1% +$21.7K 0.29% 109
2022
Q4 		$1.64M Buy
67,361
+15,477
+30% +$376K 0.29% 105
2022
Q3 		$1.15M Buy
51,884
+2,687
+5% +$66K 0.23% 121
2022
Q2 		$1.15M Buy
49,197
+234
+0.5% +$5.92K 0.22% 118
2022
Q1 		$1.35M Sell
48,963
-4,298
-8% -$118K 0.23% 112
2021
Q4 		$1.54M Hold
53,261
– – 0.23% 109
2021
Q3 		$1.42M Sell
53,261
-74
-0.1% -$2.01K 0.24% 107
2021
Q2 		$1.44M Buy
+53,335
New +$1.42M 0.49% 45

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Signet Financial Management's DFAC Position: Q1 2026 in Review

Signet Financial Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.16% in Q1 2026, selling an estimated $3.75K and leaving 59,143 shares worth $2.3M. The position accounts for 0.26% of the portfolio, ranked #112.

Signet Financial Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.51M in Q3 2024. 1,180 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Signet Financial Management held 59,143 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.3M as of Q1 2026.
  • Signet Financial Management sold 93 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q1 2026, an estimated $3.75K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.26% of Signet Financial Management's portfolio in Q1 2026, its #112 holding.
  • Signet Financial Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
  • Signet Financial Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $2.51M in Q3 2024.
  • 1,180 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.