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

WealthCollab’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	$3.17M	Hold	71,464	–	–	1.15%	21
2026 Q1	$2.78M	Hold	71,464	–	–	1.14%	21
2025 Q4	$2.83M	Hold	71,464	–	–	1.16%	24
2025 Q3	$2.76M	Sell	71,464 -402	-0.6%	-$15K	1.26%	23
2025 Q2	$2.58M	Hold	71,866	–	–	1.44%	20
2025 Q1	$2.37M	Sell	71,866 -2,964	-4%	-$103K	1.46%	19
2024 Q4	$2.59M	Sell	74,830 -2,902	-4%	-$102K	1.65%	18
2024 Q3	$2.67M	Hold	77,732	–	–	1.74%	18
2024 Q2	$2.51M	Hold	77,732	–	–	1.8%	18
2024 Q1	$2.48M	Sell	77,732 -448	-0.6%	-$13.5K	1.83%	16
2023 Q4	$2.29M	Buy	+78,180	New	+$2.12M	1.78%	16

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

WealthCollab's DFAC Position: Q2 2026 in Review

WealthCollab held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 71,464 shares worth $3.17M. The position accounts for 1.15% of the portfolio, ranked #21.

WealthCollab first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

WealthCollab held 71,464 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.17M as of Q2 2026.
WealthCollab 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 1.15% of WealthCollab's portfolio in Q2 2026, its #21 holding.
WealthCollab first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 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 WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.