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Steward Partners Investment Advisory’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Steward Partners Investment Advisory’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 		$5.09M Sell
114,714
-8,967
-7% -$384K 0.03% 554
2026
Q1 		$4.81M Sell
123,681
-415
-0.3% -$16.7K 0.02% 527
2025
Q4 		$4.91M Buy
124,096
+973
+0.8% +$38K 0.03% 472
2025
Q3 		$4.75M Buy
123,123
+14,064
+13% +$525K 0.03% 483
2025
Q2 		$3.91M Buy
109,059
+29,460
+37% +$983K 0.03% 494
2025
Q1 		$2.63M Sell
79,599
-1,140
-1% -$39.6K 0.02% 574
2024
Q4 		$2.79M Buy
80,739
+719
+0.9% +$25.3K 0.02% 535
2024
Q3 		$2.74M Buy
80,020
+25,243
+46% +$834K 0.03% 528
2024
Q2 		$1.77M Sell
54,777
-191
-0.3% -$6.02K 0.02% 627
2024
Q1 		$1.76M Buy
54,968
+10,874
+25% +$328K 0.02% 617
2023
Q4 		$1.29M Buy
44,094
+22,775
+107% +$616K 0.02% 647
2023
Q3 		$559K Buy
21,319
+735
+4% +$20.1K 0.01% 884
2023
Q2 		$559K Buy
20,584
+12,955
+170% +$334K 0.01% 897
2023
Q1 		$194K Sell
7,629
-71
-0.9% -$1.8K ﹤0.01% 1301
2022
Q4 		$187K Sell
7,700
-19,928
-72% -$485K ﹤0.01% 1267
2022
Q3 		$614K Buy
27,628
+4,742
+21% +$116K 0.01% 792
2022
Q2 		$533K Hold
22,886
– – 0.01% 831
2022
Q1 		$631K Hold
22,886
– – 0.01% 840
2021
Q4 		$663K Buy
+22,886
New +$646K 0.01% 851

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Steward Partners Investment Advisory's DFAC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 7.3% in Q2 2026, selling an estimated $384K and leaving 114,714 shares worth $5.09M. The position accounts for 0.03% of the portfolio, ranked #554.

Steward Partners Investment Advisory first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Steward Partners Investment Advisory held 114,714 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $5.09M as of Q2 2026.
  • Steward Partners Investment Advisory sold 8,967 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $384K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #554 holding.
  • Steward Partners Investment Advisory first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.