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

Wingate Wealth 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	$314K	Hold	7,071	–	–	0.14%	104
2026 Q1	$275K	Hold	7,071	–	–	0.15%	105
2025 Q4	$280K	Hold	7,071	–	–	0.16%	105
2025 Q3	$273K	Hold	7,071	–	–	0.19%	100
2025 Q2	$253K	Hold	7,071	–	–	0.23%	90
2025 Q1	$233K	Hold	7,071	–	–	0.27%	84
2024 Q4	$245K	Buy	+7,071	New	+$249K	0.24%	81

Other funds holding DFAC

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

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

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

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

Wingate Wealth Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 7,071 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #104.

Wingate Wealth Advisors first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Wingate Wealth Advisors held 7,071 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $314K as of Q2 2026.
Wingate Wealth Advisors 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 0.14% of Wingate Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Wingate Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.