Wealthcare Capital Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Wealthcare Capital Management’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	$261K	Sell	5,891 -3,075	-34%	-$132K	0.02%	91
2026 Q1	$348K	Buy	8,966 +2	+0%	+$81	0.03%	74
2025 Q4	$355K	Sell	8,964 -151	-2%	-$5.89K	0.04%	69
2025 Q3	$352K	Sell	9,115 -292	-3%	-$10.9K	0.04%	66
2025 Q2	$337K	Buy	9,407 +406	+5%	+$13.5K	0.04%	63
2025 Q1	$297K	Buy	9,001 +80	+0.9%	+$2.78K	0.03%	70
2024 Q4	$309K	Sell	8,921 -1,280	-13%	-$45.1K	0.03%	72
2024 Q3	$350K	Sell	10,201 -148	-1%	-$4.89K	0.04%	64
2024 Q2	$334K	Sell	10,349 -128	-1%	-$4.04K	0.04%	63
2024 Q1	$335K	Sell	10,477 -754	-7%	-$22.8K	0.04%	64
2023 Q4	$328K	Sell	11,231 -1,892	-14%	-$51.2K	0.04%	63
2023 Q3	$344K	Buy	13,123 +1,370	+12%	+$37.4K	0.04%	56
2023 Q2	$319K	Sell	11,753 -4,871	-29%	-$126K	0.04%	58
2023 Q1	$424K	Buy	16,624 +95	+0.6%	+$2.41K	0.05%	51
2022 Q4	$401K	Buy	16,529 +1,318	+9%	+$32.1K	0.05%	54
2022 Q3	$338K	Sell	15,211 -4,012	-21%	-$98.5K	0.04%	54
2022 Q2	$448K	Buy	+19,223	New	+$487K	0.05%	44
2022 Q1	–	Sell	-26,132	Closed	-$787K	–	81
2021 Q4	$787K	Buy	26,132 +13,697	+110%	+$387K	0.07%	40
2021 Q3	$330K	Buy	12,435 +773	+7%	+$21K	0.03%	63
2021 Q2	$315K	Buy	+11,662	New	+$310K	0.03%	62

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

Wealthcare Capital Management's DFAC Position: Q2 2026 in Review

Wealthcare Capital Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 34% in Q2 2026, selling an estimated $132K and leaving 5,891 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #91.

Wealthcare Capital Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $787K in Q4 2021. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Wealthcare Capital Management held 5,891 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $261K as of Q2 2026.
Wealthcare Capital Management sold 3,075 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $132K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Wealthcare Capital Management's portfolio in Q2 2026, its #91 holding.
Wealthcare Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
Wealthcare Capital Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $787K in Q4 2021.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.