Tranquilli Financial Advisor
DFAC icon

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

Tranquilli Financial Advisor’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 		$5.85M Buy
131,766
+6,407
+5% +$274K 3.15% 3
2026
Q1 		$4.87M Buy
125,359
+5,930
+5% +$239K 2.84% 5
2025
Q4 		$4.73M Buy
119,429
+1,262
+1% +$49.3K 2.74% 5
2025
Q3 		$4.56M Buy
118,167
+8,945
+8% +$334K 2.69% 5
2025
Q2 		$3.91M Buy
109,222
+9,834
+10% +$328K 2.42% 11
2025
Q1 		$3.28M Buy
99,388
+4,261
+4% +$148K 2.08% 17
2024
Q4 		$3.29M Sell
95,127
-276
-0.3% -$9.7K 2.08% 16
2024
Q3 		$3.27M Sell
95,403
-858
-0.9% -$28.3K 2.05% 15
2024
Q2 		$3.1M Buy
96,261
+1,126
+1% +$35.5K 2.08% 18
2024
Q1 		$3.04M Buy
95,135
+7,277
+8% +$220K 2.03% 17
2023
Q4 		$2.57M Buy
87,858
+423
+0.5% +$11.4K 1.81% 9
2023
Q3 		$2.29M Buy
87,435
+11,637
+15% +$318K 1.65% 21
2023
Q2 		$2.06M Buy
75,798
+6,797
+10% +$175K 1.46% 17
2023
Q1 		$1.76M Buy
69,001
+11,191
+19% +$283K 1.31% 17
2022
Q4 		$1.4M Buy
57,810
+26,208
+83% +$637K 1.07% 16
2022
Q3 		$703K Buy
31,602
+17,020
+117% +$418K 0.56% 18
2022
Q2 		$340K Buy
+14,582
New +$369K 0.26% 44

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
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
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Tranquilli Financial Advisor's DFAC Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.1% in Q2 2026, buying an estimated $274K and bringing the position to 131,766 shares worth $5.85M. The position accounts for 3.15% of the portfolio, ranked #3.

Tranquilli Financial Advisor first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. 1,225 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Tranquilli Financial Advisor held 131,766 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $5.85M as of Q2 2026.
  • Tranquilli Financial Advisor bought 6,407 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $274K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 3.15% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #3 holding.
  • Tranquilli Financial Advisor first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
  • 1,225 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.