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

WealthSpring Partners’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 		$14.5M Buy
327,536
+15,695
+5% +$671K 12.49% 1
2026
Q1 		$12.1M Buy
311,841
+25,529
+9% +$1.03M 11.12% 1
2025
Q4 		$11.3M Buy
+286,312
New +$11.2M 11.61% 1
2023
Q3 		$13M Buy
498,051
+8,256
+2% +$225K 9.75% 2
2023
Q2 		$13.3M Sell
489,795
-8,773
-2% -$226K 9.63% 2
2023
Q1 		$12.7M Buy
498,568
+14,154
+3% +$359K 9.83% 2
2022
Q4 		$11.8M Buy
484,414
+96
+0% +$2.33K 9.19% 2
2022
Q3 		$10.8M Buy
+484,318
New +$11.9M 9.51% 2

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

WealthSpring Partners's DFAC Position: Q2 2026 in Review

WealthSpring Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5% in Q2 2026, buying an estimated $671K and bringing the position to 327,536 shares worth $14.5M. The position accounts for 12.49% of the portfolio, ranked #1.

WealthSpring Partners first reported a position in DFAC in Q3 2022 and has held it in 8 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • WealthSpring Partners held 327,536 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $14.5M as of Q2 2026.
  • WealthSpring Partners bought 15,695 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $671K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 12.49% of WealthSpring Partners's portfolio in Q2 2026, its #1 holding.
  • WealthSpring Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2022 and has held it in 8 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 WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.