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

Watchman Group’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 		$40.7M Buy
916,418
+10,031
+1% +$429K 9.09% 2
2026
Q1 		$35.2M Sell
906,387
-24,084
-3% -$970K 8.52% 2
2025
Q4 		$36.8M Sell
930,471
-1,299
-0.1% -$50.7K 8.79% 2
2025
Q3 		$35.9M Buy
931,770
+8,024
+0.9% +$299K 8.7% 2
2025
Q2 		$33.1M Buy
923,746
+41,988
+5% +$1.4M 8.63% 2
2025
Q1 		$29.1M Sell
881,758
-21,469
-2% -$745K 8.15% 2
2024
Q4 		$31.2M Sell
903,227
-11,594
-1% -$408K 8.2% 2
2024
Q3 		$31.4M Buy
914,821
+34,842
+4% +$1.15M 8.18% 2
2024
Q2 		$28.4M Buy
879,979
+12,489
+1% +$394K 9.06% 1
2024
Q1 		$27.7M Buy
867,490
+14,809
+2% +$447K 8.38% 1
2023
Q4 		$24.9M Buy
852,681
+16,692
+2% +$452K 8.21% 2
2023
Q3 		$21.9M Buy
+835,989
New +$22.8M 9.3% 2

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

Watchman Group's DFAC Position: Q2 2026 in Review

Watchman Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.1% in Q2 2026, buying an estimated $429K and bringing the position to 916,418 shares worth $40.7M. The position accounts for 9.09% of the portfolio, ranked #2.

Watchman Group first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Watchman Group held 916,418 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $40.7M as of Q2 2026.
  • Watchman Group bought 10,031 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $429K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 9.09% of Watchman Group's portfolio in Q2 2026, its #2 holding.
  • Watchman Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and has held it in 12 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 Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.