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

Wealth Preservation 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	–	Sell	-3,087	Closed	-$120K	–	306
2026 Q1	$120K	Hold	3,087	–	–	0.1%	91
2025 Q4	$122K	Hold	3,087	–	–	0.06%	122
2025 Q3	$119K	Hold	3,087	–	–	0.07%	116
2025 Q2	$111K	Hold	3,087	–	–	0.07%	125
2025 Q1	$102K	Buy	+3,087	New	+$107K	0.07%	119

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

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

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

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

Wealth Preservation Advisors sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 3,087 shares — an estimated $120K sold.

Wealth Preservation Advisors first reported a position in DFAC in Q1 2025 and held it in 5 quarters. The position peaked at $122K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Wealth Preservation Advisors reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 3,087 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $120K.
Wealth Preservation Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $122K in Q4 2025.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

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