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

Vance 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 		$89M Buy
2,006,543
+47,588
+2% +$2.04M 20.06% 1
2026
Q1 		$76.1M Buy
1,958,955
+53,163
+3% +$2.14M 21.99% 1
2025
Q4 		$75.5M Buy
1,905,792
+84,970
+5% +$3.32M 22.41% 1
2025
Q3 		$70.2M Buy
1,820,822
+72,840
+4% +$2.72M 21.59% 1
2025
Q2 		$62.6M Buy
1,747,982
+67,532
+4% +$2.25M 21.13% 1
2025
Q1 		$55.4M Buy
1,680,450
+49,230
+3% +$1.71M 20.84% 1
2024
Q4 		$56.4M Sell
1,631,220
-38,188
-2% -$1.34M 21.79% 1
2024
Q3 		$57.2M Buy
1,669,408
+15,051
+0.9% +$497K 21.67% 1
2024
Q2 		$53.3M Sell
1,654,357
-41,979
-2% -$1.32M 21.9% 1
2024
Q1 		$54.2M Sell
1,696,336
-691
-0% -$20.9K 21.59% 1
2023
Q4 		$49.6M Sell
1,697,027
-65,059
-4% -$1.76M 21.52% 1
2023
Q3 		$46.2M Buy
1,762,086
+245,299
+16% +$6.69M 21.6% 1
2023
Q2 		$41.2M Buy
1,516,787
+20,293
+1% +$523K 18.75% 1
2023
Q1 		$38.1M Buy
1,496,494
+79,537
+6% +$2.01M 20.49% 1
2022
Q4 		$34.4M Sell
1,416,957
-30,075
-2% -$732K 21.46% 1
2022
Q3 		$32.2M Buy
1,447,032
+22,204
+2% +$545K 24.73% 1
2022
Q2 		$33.2M Buy
+1,424,828
New +$36.1M 25.67% 1
2022
Q1 		– Sell
-823,252
Closed -$23.9M – 57
2021
Q4 		$23.9M Buy
+823,252
New +$23.2M 23.4% 1

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Vance Wealth's DFAC Position: Q2 2026 in Review

Vance Wealth increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.4% in Q2 2026, buying an estimated $2.04M and bringing the position to 2,006,543 shares worth $89M. The position accounts for 20.06% of the portfolio, ranked #1.

Vance Wealth first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Vance Wealth held 2,006,543 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $89M as of Q2 2026.
  • Vance Wealth bought 47,588 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.04M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 20.06% of Vance Wealth's portfolio in Q2 2026, its #1 holding.
  • Vance Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 18 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 Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.