von Borstel & Associates
DFAC icon

von Borstel & Associates’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

von Borstel & Associates’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 		$156M Sell
3,511,436
-4,062
-0.1% -$174K 31.94% 1
2026
Q1 		$137M Buy
3,515,498
+91,210
+3% +$3.67M 31.26% 1
2025
Q4 		$136M Buy
3,424,288
+12,629
+0.4% +$493K 31.78% 1
2025
Q3 		$134M Buy
3,411,659
+61,774
+2% +$2.31M 20.48% 1
2025
Q2 		$123M Buy
3,349,885
+311,718
+10% +$10.4M 32.33% 1
2025
Q1 		$100M Buy
3,038,167
+760,676
+33% +$26.4M 29.95% 1
2024
Q4 		$78.8M Buy
2,277,491
+690,532
+44% +$24.3M 30.84% 1
2024
Q3 		$54.4M Buy
+1,586,959
New +$52.4M 30.82% 1

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 $1.58B AUM 19.24% 1-Year Est. Return

von Borstel & Associates's DFAC Position: Q2 2026 in Review

von Borstel & Associates reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.12% in Q2 2026, selling an estimated $174K and leaving 3,511,436 shares worth $156M. The position accounts for 31.94% of the portfolio, ranked #1.

von Borstel & Associates first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • von Borstel & Associates held 3,511,436 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $156M as of Q2 2026.
  • von Borstel & Associates sold 4,062 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $174K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 31.94% of von Borstel & Associates's portfolio in Q2 2026, its #1 holding.
  • von Borstel & Associates 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.
  • 1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.