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

Triune Financial 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	$167M	Buy	3,775,213 +90,262	+2%	+$3.86M	34.97%	1
2026 Q1	$143M	Buy	3,684,951 +54,526	+2%	+$2.2M	34.05%	1
2025 Q4	$148M	Sell	3,630,425 -26,452	-0.7%	-$1.03M	34.52%	1
2025 Q3	$141M	Buy	3,656,877 +69,849	+2%	+$2.61M	35.53%	1
2025 Q2	$129M	Sell	3,587,028 -65,466	-2%	-$2.18M	35.38%	1
2025 Q1	$120M	Sell	3,652,494 -61,833	-2%	-$2.15M	38.27%	1
2024 Q4	$128M	Buy	3,714,327 +10,722	+0.3%	+$378K	40.45%	1
2024 Q3	$127M	Buy	3,703,605 +71,989	+2%	+$2.38M	39.86%	1
2024 Q2	$117M	Buy	3,631,616 +29,504	+0.8%	+$930K	40.11%	1
2024 Q1	$115M	Sell	3,602,112 -29,745	-0.8%	-$898K	39.94%	1
2023 Q4	$106M	Buy	3,631,857 +4,888	+0.1%	+$132K	39.4%	1
2023 Q3	$95M	Buy	3,626,969 +44,647	+1%	+$1.22M	39.17%	1
2023 Q2	$97.3M	Buy	3,582,322 +115,469	+3%	+$2.98M	39.68%	1
2023 Q1	$88.3M	Buy	3,466,853 +119,645	+4%	+$3.03M	39.11%	1
2022 Q4	$81.3M	Buy	3,347,208 +66,574	+2%	+$1.62M	38.34%	1
2022 Q3	$73M	Buy	3,280,634 +80,995	+3%	+$1.99M	40.99%	1
2022 Q2	$74.6M	Buy	3,199,639 +62,682	+2%	+$1.59M	39.84%	1
2022 Q1	$86.5M	Buy	3,136,957 +14,911	+0.5%	+$408K	45.9%	1
2021 Q4	$90.4M	Buy	+3,122,046	New	+$88.1M	46.21%	1
2021 Q2	$80M	Buy	+2,966,250	New	+$78.8M	65.33%	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

Triune Financial Partners's DFAC Position: Q2 2026 in Review

Triune Financial Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.4% in Q2 2026, buying an estimated $3.86M and bringing the position to 3,775,213 shares worth $167M. The position accounts for 34.97% of the portfolio, ranked #1.

Triune Financial Partners first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Triune Financial Partners held 3,775,213 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $167M as of Q2 2026.
Triune Financial Partners bought 90,262 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.86M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 34.97% of Triune Financial Partners's portfolio in Q2 2026, its #1 holding.
Triune Financial Partners 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.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

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