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

Vise Technologies’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	$19.3M	Buy	434,973 +43,775	+11%	+$1.87M	0.22%	84
2026 Q1	$15.5M	Hold	391,198	–	–	0.3%	61
2025 Q4	$15.5M	Buy	391,198 +369,067	+1,668%	+$14.4M	0.3%	61
2025 Q3	$854K	Buy	+22,131	New	+$826K	0.03%	472

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

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

Vise Technologies's DFAC Position: Q2 2026 in Review

Vise Technologies increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 11% in Q2 2026, buying an estimated $1.87M and bringing the position to 434,973 shares worth $19.3M. The position accounts for 0.22% of the portfolio, ranked #84.

Vise Technologies first reported a position in DFAC in Q3 2025 and has held it in 4 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Vise Technologies held 434,973 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $19.3M as of Q2 2026.
Vise Technologies bought 43,775 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.87M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.22% of Vise Technologies's portfolio in Q2 2026, its #84 holding.
Vise Technologies first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2025 and has held it in 4 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 Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.