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Silver Grove Financial Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Silver Grove Financial Group’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 		$21.5K Buy
+485
New +$20.8K 0.01% 604
2026
Q1 		– Sell
-2,964
Closed -$117K – 515
2025
Q4 		$117K Buy
+2,964
New +$116K 0.1% 110

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

Silver Grove Financial Group's DFAC Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 485 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: Silver Grove Financial Group previously reported a position in DFAC as recently as Q4 2025.

Silver Grove Financial Group first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $117K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Silver Grove Financial Group held 485 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $21.5K as of Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Silver Grove Financial Group position in Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #604 holding.
  • Silver Grove Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 2 quarters since.
  • Silver Grove Financial Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $117K in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.