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

WBH Advisory’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 		$730K Hold
16,464
– – 0.05% 207
2026
Q1 		$644K Hold
16,464
– – 0.05% 206
2025
Q4 		$652K Hold
16,464
– – 0.05% 208
2025
Q3 		$635K Hold
16,464
– – 0.05% 209
2025
Q2 		$590K Sell
16,464
-14
-0.1% -$467 0.05% 210
2025
Q1 		$544K Hold
16,478
– – 0.05% 198
2024
Q4 		$570K Hold
16,478
– – 0.05% 202
2024
Q3 		$565K Hold
16,478
– – 0.05% 203
2024
Q2 		$531K Hold
16,478
– – 0.05% 203
2024
Q1 		$526K Hold
16,478
– – 0.05% 205
2023
Q4 		$482K Hold
16,478
– – 0.05% 213
2023
Q3 		$432K Hold
16,478
– – 0.05% 218
2023
Q2 		$447K Hold
16,478
– – 0.05% 213
2023
Q1 		$420K Buy
+16,478
New +$417K 0.05% 218
2022
Q3 		$366K Hold
16,478
– – 0.05% 214
2022
Q2 		$390K Hold
16,478
– – 0.05% 220
2022
Q1 		$434K Buy
+16,478
New +$451K 0.05% 217

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

WBH Advisory's DFAC Position: Q2 2026 in Review

WBH Advisory held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 16,464 shares worth $730K. The position accounts for 0.05% of the portfolio, ranked #207.

WBH Advisory first reported a position in DFAC in Q1 2022 and has held it in 17 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • WBH Advisory held 16,464 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $730K as of Q2 2026.
  • WBH Advisory 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 0.05% of WBH Advisory's portfolio in Q2 2026, its #207 holding.
  • WBH Advisory first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2022 and has held it in 17 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 WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.