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

Spire Wealth 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	$202K	Sell	4,552 -652	-13%	-$27.9K	0.01%	783
2026 Q1	$202K	Buy	5,204 +3,989	+328%	+$161K	0.01%	770
2025 Q4	$48.1K	Hold	1,215	–	–	﹤0.01%	1193
2025 Q3	$46.9K	Hold	1,215	–	–	﹤0.01%	1258
2025 Q2	$43.5K	Hold	1,215	–	–	﹤0.01%	1256
2025 Q1	$40.1K	Sell	1,215 -8,100	-87%	-$281K	﹤0.01%	1358
2024 Q4	$322K	Hold	9,315	–	–	0.01%	684
2024 Q3	$319K	Hold	9,315	–	–	0.01%	626
2024 Q2	$300K	Hold	9,315	–	–	0.01%	616
2024 Q1	$298K	Hold	9,315	–	–	0.01%	668
2023 Q4	$272K	Hold	9,315	–	–	0.01%	682
2023 Q3	$244K	Hold	9,315	–	–	0.01%	651
2023 Q2	$253K	Hold	9,315	–	–	0.01%	658
2023 Q1	$237K	Buy	9,315 +8,100	+667%	+$205K	0.01%	677
2022 Q4	$30K	Buy	+1,215	New	+$29.6K	﹤0.01%	1191
2022 Q3	–	Sell	-13,365	Closed	-$311K	–	2263
2022 Q2	$311K	Buy	+13,365	New	+$338K	0.01%	619

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

Spire Wealth Management's DFAC Position: Q2 2026 in Review

Spire Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 13% in Q2 2026, selling an estimated $27.9K and leaving 4,552 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #783.

Spire Wealth Management first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $322K in Q4 2024. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Spire Wealth Management held 4,552 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $202K as of Q2 2026.
Spire Wealth Management sold 652 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $27.9K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #783 holding.
Spire Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 16 quarters since.
Spire Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $322K in Q4 2024.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.