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

Univest Financial’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	$1.56M	Sell	35,238 -579	-2%	-$24.8K	0.08%	127
2026 Q1	$1.39M	Sell	35,817 -978	-3%	-$39.4K	0.08%	134
2025 Q4	$1.46M	Hold	36,795	–	–	0.08%	137
2025 Q3	$1.42M	Sell	36,795 -1,227	-3%	-$45.8K	0.08%	136
2025 Q2	$1.36M	Hold	38,022	–	–	0.08%	136
2025 Q1	$1.25M	Sell	38,022 -838	-2%	-$29.1K	0.08%	146
2024 Q4	$1.34M	Sell	38,860 -5,221	-12%	-$184K	0.08%	139
2024 Q3	$1.51M	Buy	+44,081	New	+$1.46M	0.1%	128

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

Univest Financial's DFAC Position: Q2 2026 in Review

Univest Financial reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.6% in Q2 2026, selling an estimated $24.8K and leaving 35,238 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #127.

Univest Financial first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Univest Financial held 35,238 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.56M as of Q2 2026.
Univest Financial sold 579 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $24.8K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.08% of Univest Financial's portfolio in Q2 2026, its #127 holding.
Univest Financial first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 8 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 Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.