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

Triad 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 		$14.1M Buy
313,350
+42,100
+16% +$1.8M 0.83% 23
2026
Q1 		$10.5M Buy
271,250
+28,589
+12% +$1.15M 0.84% 29
2025
Q4 		$9.61M Buy
242,661
+27,218
+13% +$1.06M 0.91% 29
2025
Q3 		$8.31M Buy
215,443
+46,635
+28% +$1.74M 1.07% 27
2025
Q2 		$6.05M Buy
168,808
+119,548
+243% +$3.99M 1.22% 24
2025
Q1 		$1.63M Buy
49,260
+37,114
+306% +$1.29M 0.51% 40
2024
Q4 		$420K Buy
+12,146
New +$428K 0.15% 105

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

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

Triad Wealth Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 16% in Q2 2026, buying an estimated $1.8M and bringing the position to 313,350 shares worth $14.1M. The position accounts for 0.83% of the portfolio, ranked #23.

Triad Wealth Partners first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Triad Wealth Partners held 313,350 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $14.1M as of Q2 2026.
  • Triad Wealth Partners bought 42,100 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.8M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.83% of Triad Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Triad Wealth Partners 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.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.