Willis Johnson & Associates’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Willis Johnson & Associates’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	-5,623	Closed	-$219K	–	118
2026 Q1	$219K	Hold	5,623	–	–	0.01%	180
2025 Q4	$223K	Hold	5,623	–	–	0.01%	164
2025 Q3	$217K	Sell	5,623 -1	-0%	-$37	0.01%	173
2025 Q2	$202K	Buy	+5,624	New	+$188K	0.01%	163

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 $1.67B AUM 11.93% 1-Year Est. Return

Willis Johnson & Associates's DFAC Position: Q2 2026 in Review

Willis Johnson & Associates sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 5,623 shares — an estimated $219K sold.

Willis Johnson & Associates first reported a position in DFAC in Q2 2025 and held it in 4 quarters. The position peaked at $223K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Willis Johnson & Associates reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Willis Johnson & Associates sold 5,623 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $219K.
Willis Johnson & Associates first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and held it in 4 quarters.
Willis Johnson & Associates's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $223K in Q4 2025.
1,225 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.