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

SpringVest 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	$279K	Buy	6,282 +214	+4%	+$9.16K	0.18%	66
2026 Q1	$236K	Hold	6,068	–	–	0.16%	64
2025 Q4	$240K	Hold	6,068	–	–	0.17%	60
2025 Q3	$234K	Hold	6,068	–	–	0.17%	60
2025 Q2	$217K	Buy	+6,068	New	+$202K	0.18%	59
2025 Q1	–	Sell	-6,028	Closed	-$209K	–	57
2024 Q4	$209K	Buy	+6,028	New	+$212K	0.18%	53

Other funds holding DFAC

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

FPAS

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

RWM

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

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

SpringVest Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 3.5% in Q2 2026, buying an estimated $9.16K and bringing the position to 6,282 shares worth $279K. The position accounts for 0.18% of the portfolio, ranked #66.

SpringVest Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

SpringVest Wealth Management held 6,282 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $279K as of Q2 2026.
SpringVest Wealth Management bought 214 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $9.16K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.18% of SpringVest Wealth Management's portfolio in Q2 2026, its #66 holding.
SpringVest Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 6 quarters since.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.