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

WCG 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	$2.34M	Sell	52,690 -344	-0.6%	-$14.7K	0.06%	289
2026 Q1	$2.06M	Sell	53,034 -2,230	-4%	-$89.8K	0.06%	268
2025 Q4	$2.19M	Sell	55,264 -3,212	-5%	-$125K	0.06%	247
2025 Q3	$2.26M	Sell	58,476 -1,855	-3%	-$69.2K	0.14%	139
2025 Q2	$2.16M	Sell	60,331 -12,310	-17%	-$411K	0.14%	152
2025 Q1	$2.4M	Sell	72,641 -528	-0.7%	-$18.3K	0.18%	130
2024 Q4	$2.53M	Sell	73,169 -7,809	-10%	-$275K	0.17%	128
2024 Q3	$2.78M	Buy	80,978 +5,364	+7%	+$177K	0.19%	123
2024 Q2	$2.44M	Buy	75,614 +23,672	+46%	+$747K	0.18%	117
2024 Q1	$1.66M	Buy	51,942 +1,268	+3%	+$38.3K	0.14%	136
2023 Q4	$1.48M	Buy	50,674 +1,388	+3%	+$37.6K	0.11%	161
2023 Q3	$1.93M	Buy	+49,286	New	+$1.35M	0.14%	135
2023 Q2	–	Sell	-10,381	Closed	-$265K	–	165
2023 Q1	$265K	Hold	10,381	–	–	0.03%	155
2022 Q4	$252K	Hold	10,381	–	–	0.03%	149
2022 Q3	$231K	Hold	10,381	–	–	0.03%	255
2022 Q2	$242K	Buy	+10,381	New	+$263K	0.03%	235

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

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

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

WCG Wealth Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.65% in Q2 2026, selling an estimated $14.7K and leaving 52,690 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #289.

WCG Wealth Advisors first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.78M in Q3 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

WCG Wealth Advisors held 52,690 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.34M as of Q2 2026.
WCG Wealth Advisors sold 344 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $14.7K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #289 holding.
WCG Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 16 quarters since.
WCG Wealth Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $2.78M in Q3 2024.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.