SwitchPoint Financial Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

SwitchPoint Financial Planning’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	$36.1M	Buy	814,210 +75,446	+10%	+$3.23M	20.85%	1
2026 Q1	$28.7M	Buy	738,764 +25,119	+4%	+$1.01M	19.47%	1
2025 Q4	$28.3M	Buy	713,645 +10,626	+2%	+$415K	19.79%	1
2025 Q3	$27.1M	Buy	703,019 +42,578	+6%	+$1.59M	19.64%	1
2025 Q2	$23.7M	Sell	660,441 -18,186	-3%	-$607K	19.4%	1
2025 Q1	$22.4M	Sell	678,627 -19,849	-3%	-$689K	21.24%	1
2024 Q4	$24.2M	Buy	+698,476	New	+$24.6M	23.13%	1

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

SwitchPoint Financial Planning's DFAC Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 10% in Q2 2026, buying an estimated $3.23M and bringing the position to 814,210 shares worth $36.1M. The position accounts for 20.85% of the portfolio, ranked #1.

SwitchPoint Financial Planning first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

SwitchPoint Financial Planning held 814,210 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $36.1M as of Q2 2026.
SwitchPoint Financial Planning bought 75,446 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.23M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 20.85% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #1 holding.
SwitchPoint Financial Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.