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

Strategic Wealth Partners’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	$2.42M	Buy	54,535 +19	+0%	+$813	0.15%	99
2026 Q1	$2.12M	Buy	54,516 +5	+0%	+$201	0.15%	107
2025 Q4	$2.16M	Sell	54,511 -11,087	-17%	-$433K	0.15%	109
2025 Q3	$2.53M	Buy	65,598 +15,592	+31%	+$582K	0.19%	93
2025 Q2	$1.79M	Buy	+50,006	New	+$1.67M	0.14%	109
2024 Q4	$1.8M	Hold	50,006	–	–	0.15%	107
2024 Q3	$1.71M	Hold	50,006	–	–	0.16%	106
2024 Q2	$1.61M	Hold	50,006	–	–	0.17%	100
2024 Q1	$1.6M	Hold	50,006	–	–	0.18%	98
2023 Q4	$1.46M	Hold	50,006	–	–	0.18%	104
2023 Q3	$1.31M	Hold	50,006	–	–	0.17%	137
2023 Q2	$1.36M	Hold	50,006	–	–	0.18%	136
2023 Q1	$1.27M	Hold	50,006	–	–	0.2%	118
2022 Q4	$1.21M	Hold	50,006	–	–	0.23%	110
2022 Q3	$1.11M	Buy	+50,006	New	+$1.23M	0.24%	116

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 $468B AUM 17.69% 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 $35B AUM 15.18% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Strategic Wealth Partners's DFAC Position: Q2 2026 in Review

Strategic Wealth Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.03% in Q2 2026, buying an estimated $813 and bringing the position to 54,535 shares worth $2.42M. The position accounts for 0.15% of the portfolio, ranked #99.

Strategic Wealth Partners first reported a position in DFAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q3 2025. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Strategic Wealth Partners held 54,535 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.42M as of Q2 2026.
Strategic Wealth Partners bought 19 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $813.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.15% of Strategic Wealth Partners's portfolio in Q2 2026, its #99 holding.
Strategic Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2022 and has held it in 15 quarters since.
Strategic Wealth Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $2.53M in Q3 2025.
1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.