Vanguard Personalized Indexing Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Vanguard Personalized Indexing Management’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	$1.4M	Hold	31,611	–	–	0.01%	810
2026 Q1	$1.23M	Sell	31,611 -4,602	-13%	-$185K	0.01%	831
2025 Q4	$1.43M	Hold	36,213	–	–	0.01%	738
2025 Q3	$1.4M	Hold	36,213	–	–	0.01%	747
2025 Q2	$1.3M	Sell	36,213 -1	-0%	-$33	0.01%	747
2025 Q1	$1.19M	Hold	36,214	–	–	0.02%	699
2024 Q4	$1.25M	Hold	36,214	–	–	0.02%	670
2024 Q3	$1.24M	Hold	36,214	–	–	0.02%	663
2024 Q2	$148K	Hold	36,214	–	–	﹤0.01%	1491
2024 Q1	$1.16M	Buy	36,214 +3,923	+12%	+$118K	0.02%	585
2023 Q4	$944K	Buy	32,291 +679	+2%	+$18.4K	0.02%	683
2023 Q3	$828K	Buy	31,612 +1	+0%	+$27	0.02%	658
2023 Q2	$858K	Hold	31,611	–	–	0.03%	637
2023 Q1	$805K	Hold	31,611	–	–	0.03%	637
2022 Q4	$768K	Hold	31,611	–	–	0.03%	620
2022 Q3	$703K	Sell	31,611 -1	-0%	-$25	0.03%	639
2022 Q2	$737K	Hold	31,612	–	–	0.03%	615
2022 Q1	$872K	Hold	31,612	–	–	0.04%	527
2021 Q4	$916K	Hold	31,612	–	–	0.05%	436
2021 Q3	$840K	Buy	+31,612	New	+$859K	0.08%	281

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 $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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 $35B AUM 15.18% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Vanguard Personalized Indexing Management's DFAC Position: Q2 2026 in Review

Vanguard Personalized Indexing Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 31,611 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #810.

Vanguard Personalized Indexing Management first reported a position in DFAC in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.43M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Vanguard Personalized Indexing Management held 31,611 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.4M as of Q2 2026.
Vanguard Personalized Indexing Management 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 Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #810 holding.
Vanguard Personalized Indexing Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and has held it in 20 quarters since.
Vanguard Personalized Indexing Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.43M in Q4 2025.
1,229 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.