Sittner & Nelson’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Sittner & Nelson’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	$66.4K	Hold	1,497	–	–	0.02%	274
2026 Q1	$58.2K	Hold	1,497	–	–	0.02%	286
2025 Q4	$61.8K	Hold	1,497	–	–	0.02%	255
2025 Q3	$57.7K	Sell	1,497 -10,888	-88%	-$406K	0.02%	241
2025 Q2	$444K	Buy	+12,385	New	+$413K	0.18%	90

Other funds holding DFAC

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

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

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

Sittner & Nelson's DFAC Position: Q2 2026 in Review

Sittner & Nelson held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 1,497 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #274.

Sittner & Nelson first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $444K in Q2 2025. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Sittner & Nelson held 1,497 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $66.4K as of Q2 2026.
Sittner & Nelson left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Sittner & Nelson's portfolio in Q2 2026, its #274 holding.
Sittner & Nelson first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
Sittner & Nelson's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $444K in Q2 2025.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.