Syverson Strege & Co’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Syverson Strege & Co’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	$142M	Buy	3,196,733 +15,194	+0.5%	+$650K	30.9%	1
2026 Q1	$124M	Sell	3,181,539 -44,415	-1%	-$1.79M	29.75%	1
2025 Q4	$128M	Sell	3,225,954 -29,579	-0.9%	-$1.15M	30.23%	1
2025 Q3	$126M	Sell	3,255,533 -238,820	-7%	-$8.91M	30.09%	1
2025 Q2	$125M	Buy	3,494,353 +14,752	+0.4%	+$492K	29.58%	1
2025 Q1	$115M	Buy	3,479,601 +42,925	+1%	+$1.49M	36.88%	1
2024 Q4	$119M	Buy	3,436,676 +8,535	+0.2%	+$301K	39.64%	1
2024 Q3	$118M	Sell	3,428,141 -29,131	-0.8%	-$962K	39.39%	1
2024 Q2	$111M	Sell	3,457,272 -2,768	-0.1%	-$87.3K	37.99%	1
2024 Q1	$111M	Buy	3,460,040 +20,308	+0.6%	+$613K	39.85%	1
2023 Q4	$101M	Sell	3,439,732 -44,590	-1%	-$1.21M	39%	1
2023 Q3	$91.3M	Buy	3,484,322 +22,743	+0.7%	+$621K	40.85%	1
2023 Q2	$94M	Buy	3,461,579 +114,822	+3%	+$2.96M	40.24%	1
2023 Q1	$85.3M	Buy	3,346,757 +83,168	+3%	+$2.11M	36.41%	1
2022 Q4	$79.2M	Buy	3,263,589 +147,474	+5%	+$3.59M	35.92%	1
2022 Q3	$69.3M	Buy	3,116,115 +329,662	+12%	+$8.09M	35.17%	1
2022 Q2	$64.9M	Buy	+2,786,453	New	+$70.5M	23.87%	1
2022 Q1	–	Sell	-697,394	Closed	-$20.2M	–	305
2021 Q4	$20.2M	Buy	697,394 +43,438	+7%	+$1.23M	14.98%	1
2021 Q3	$17.4M	Buy	653,956 +7,748	+1%	+$210K	13.85%	1
2021 Q2	$17.4M	Buy	+646,208	New	+$17.2M	15.52%	2

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

Syverson Strege & Co's DFAC Position: Q2 2026 in Review

Syverson Strege & Co increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.48% in Q2 2026, buying an estimated $650K and bringing the position to 3,196,733 shares worth $142M. The position accounts for 30.9% of the portfolio, ranked #1.

Syverson Strege & Co first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Syverson Strege & Co held 3,196,733 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $142M as of Q2 2026.
Syverson Strege & Co bought 15,194 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $650K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 30.9% of Syverson Strege & Co's portfolio in Q2 2026, its #1 holding.
Syverson Strege & Co first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 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 Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.