Truvestments Capital’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Truvestments Capital’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	$1.21K	Hold	27	–	–	﹤0.01%	1043
2026 Q1	$1.05K	Hold	27	–	–	﹤0.01%	1049
2025 Q4	$1.07K	Hold	27	–	–	﹤0.01%	917
2025 Q3	$1.04K	Sell	27 -2,046	-99%	-$76.4K	﹤0.01%	951
2025 Q2	$74.3K	Buy	2,073 +7	+0.3%	+$234	0.01%	329
2025 Q1	$68.2K	Buy	2,066 +5	+0.2%	+$174	0.01%	340
2024 Q4	$71.3K	Buy	2,061 +6	+0.3%	+$211	0.02%	323
2024 Q3	$70.5K	Buy	+2,055	New	+$67.9K	0.02%	322
2024 Q2	–	Sell	-2,044	Closed	-$65.3K	–	341
2024 Q1	$65.3K	Buy	2,044 +5	+0.2%	+$151	0.03%	325
2023 Q4	$59.6K	Sell	2,039 -2,228	-52%	-$60.3K	0.03%	300
2023 Q3	$112K	Buy	+4,267	New	+$116K	0.06%	227

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Truvestments Capital's DFAC Position: Q2 2026 in Review

Truvestments Capital held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 27 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Truvestments Capital first reported a position in DFAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $112K in Q3 2023. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Truvestments Capital held 27 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.21K as of Q2 2026.
Truvestments Capital left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #1043 holding.
Truvestments Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and has held it in 11 quarters since.
Truvestments Capital's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $112K in Q3 2023.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.