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

Sovereign 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
2025
Q4 		– Sell
-5,293
Closed -$204K – 352
2025
Q3 		$204K Sell
5,293
-6,096
-54% -$227K 0.04% 315
2025
Q2 		$408K Buy
+11,389
New +$380K 0.08% 212

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
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
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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sovereign Financial Group's DFAC Position: Q4 2025 in Review

Sovereign Financial Group sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q4 2025, closing a stake of 5,293 shares — an estimated $204K sold.

Sovereign Financial Group first reported a position in DFAC in Q2 2025 and held it in 2 quarters. The position peaked at $408K in Q2 2025. 1,160 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Sovereign Financial Group reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • Sovereign Financial Group sold 5,293 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q4 2025, an estimated $204K.
  • Sovereign Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and held it in 2 quarters.
  • Sovereign Financial Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $408K in Q2 2025.
  • 1,160 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2025.

Based on Sovereign Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.