Visionary Wealth Advisors
DFAC icon

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

Visionary Wealth Advisors’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 		$24.1M Buy
542,718
+10,505
+2% +$449K 0.95% 18
2026
Q1 		$20.7M Buy
532,213
+2,369
+0.4% +$95.4K 0.92% 22
2025
Q4 		$21M Buy
529,844
+55,508
+12% +$2.17M 0.95% 18
2025
Q3 		$18.3M Buy
474,336
+85,210
+22% +$3.18M 0.85% 25
2025
Q2 		$13.9M Sell
389,126
-6,546
-2% -$218K 0.71% 36
2025
Q1 		$13.1M Buy
395,672
+23,093
+6% +$802K 0.78% 27
2024
Q4 		$12.9M Buy
372,579
+45,831
+14% +$1.61M 0.76% 27
2024
Q3 		$11.2M Buy
326,748
+1,582
+0.5% +$52.3K 0.68% 33
2024
Q2 		$10.5M Sell
325,166
-4,305
-1% -$136K 0.69% 31
2024
Q1 		$10.5M Sell
329,471
-299
-0.1% -$9.03K 0.71% 30
2023
Q4 		$9.6M Sell
329,770
-3,131
-0.9% -$84.7K 0.71% 27
2023
Q3 		$8.72M Buy
332,901
+4,960
+2% +$135K 0.71% 33
2023
Q2 		$8.9M Sell
327,941
-7,333
-2% -$189K 0.71% 31
2023
Q1 		$8.54M Buy
335,274
+21,337
+7% +$541K 0.72% 35
2022
Q4 		$7.62M Buy
313,937
+291,443
+1,296% +$7.09M 0.7% 41
2022
Q3 		$500K Buy
22,494
+30
+0.1% +$737 0.05% 227
2022
Q2 		$523K Buy
22,464
+29
+0.1% +$734 0.05% 233
2022
Q1 		$619K Buy
22,435
+17
+0.1% +$465 0.05% 228
2021
Q4 		$649K Sell
22,418
-502
-2% -$14.2K 0.05% 201
2021
Q3 		$609K Buy
22,920
+22
+0.1% +$598 0.06% 171
2021
Q2 		$618K Buy
+22,898
New +$608K 0.06% 178

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
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
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Visionary Wealth Advisors's DFAC Position: Q2 2026 in Review

Visionary Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2% in Q2 2026, buying an estimated $449K and bringing the position to 542,718 shares worth $24.1M. The position accounts for 0.95% of the portfolio, ranked #18.

Visionary Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Visionary Wealth Advisors held 542,718 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $24.1M as of Q2 2026.
  • Visionary Wealth Advisors bought 10,505 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $449K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.95% of Visionary Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Visionary Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
  • 1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.