Turn8 Private Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Turn8 Private Wealth’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	$103K	Buy	+2,322	New	+$99.3K	0.07%	52

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

Turn8 Private Wealth's DFAC Position: Q2 2026 in Review

Turn8 Private Wealth opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 2,322 shares worth $103K. The stake represents 0.07% of the portfolio and ranks #52 among its holdings.

1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Turn8 Private Wealth held 2,322 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $103K as of Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Turn8 Private Wealth position in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.07% of Turn8 Private Wealth's portfolio in Q2 2026, its #52 holding.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.