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Smallwood Wealth Investment Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Smallwood Wealth Investment 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
Q2 		$254K Buy
+5,727
New +$245K 0.11% 81

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FPAS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
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GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
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Smallwood Wealth Investment Management's DFAC Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 5,727 shares worth $254K. The stake represents 0.11% of the portfolio and ranks #81 among its holdings.

1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Smallwood Wealth Investment Management held 5,727 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $254K as of Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Smallwood Wealth Investment Management position in Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.11% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #81 holding.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.