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

Ullmann Wealth Partners Group’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	$366K	Buy	8,247 +21	+0.3%	+$898	0.03%	127
2026 Q1	$320K	Buy	8,226 +39	+0.5%	+$1.57K	0.03%	122
2025 Q4	$319K	Hold	8,187	–	–	0.03%	124
2025 Q3	$316K	Buy	8,187 +23	+0.3%	+$858	0.03%	122
2025 Q2	$293K	Buy	8,164 +24	+0.3%	+$801	0.03%	119
2025 Q1	$269K	Buy	8,140 +20	+0.2%	+$694	0.04%	122
2024 Q4	$281K	Buy	8,120 +23	+0.3%	+$810	0.04%	117
2024 Q3	$278K	Buy	8,097 +22	+0.3%	+$727	0.04%	113
2024 Q2	$260K	Sell	8,075 -376	-4%	-$11.9K	0.04%	98
2024 Q1	$270K	Sell	8,451 -1,198	-12%	-$36.2K	0.04%	95
2023 Q4	$282K	Buy	9,649 +32	+0.3%	+$866	0.05%	91
2023 Q3	$252K	Buy	+9,617	New	+$262K	0.05%	89

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

RWM

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

Ullmann Wealth Partners Group's DFAC Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.26% in Q2 2026, buying an estimated $898 and bringing the position to 8,247 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #127.

Ullmann Wealth Partners Group first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Ullmann Wealth Partners Group held 8,247 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $366K as of Q2 2026.
Ullmann Wealth Partners Group bought 21 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $898.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #127 holding.
Ullmann Wealth Partners Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and has held it in 12 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 Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.