Sterling Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Sterling Wealth Management's DFAC Position: Q2 2026 in Review
Sterling Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.12% in Q2 2026, selling an estimated $13.3K and leaving 250,822 shares worth $11.1M. The position accounts for 2.77% of the portfolio, ranked #13.
Sterling Wealth Management first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.
- Sterling Wealth Management held 250,822 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $11.1M as of Q2 2026.
- Sterling Wealth Management sold 310 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $13.3K.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.77% of Sterling Wealth Management's portfolio in Q2 2026, its #13 holding.
- Sterling Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 10 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 Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.