Solutions 4 Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Solutions 4 Wealth’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	$211K	Buy	+4,758	New	+$204K	0.27%	54
2026 Q1	–	Sell	-27,550	Closed	-$1.09M	–	57
2025 Q4	$1.09M	Buy	27,550 +3,669	+15%	+$143K	1.65%	14
2025 Q3	$921K	Sell	23,881 -27	-0.1%	-$1.01K	1.43%	16
2025 Q2	$857K	Sell	23,908 -33	-0.1%	-$1.1K	1.43%	18
2025 Q1	$790K	Hold	23,941	–	–	1.39%	19
2024 Q4	$828K	Sell	23,941 -486	-2%	-$17.1K	1.5%	19
2024 Q3	$838K	Buy	+24,427	New	+$807K	1.64%	19

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

Solutions 4 Wealth's DFAC Position: Q2 2026 in Review

Solutions 4 Wealth opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 4,758 shares worth $211K. The stake represents 0.27% of the portfolio and ranks #54 among its holdings. This is a return to the name: Solutions 4 Wealth previously reported a position in DFAC as recently as Q4 2025.

Solutions 4 Wealth first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Solutions 4 Wealth held 4,758 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $211K as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Solutions 4 Wealth position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.27% of Solutions 4 Wealth's portfolio in Q2 2026, its #54 holding.
Solutions 4 Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 7 quarters since.
Solutions 4 Wealth's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.09M 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 Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.