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

Woodward Financial 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 		$2.24M Sell
50,558
-294
-0.6% -$12.6K 0.75% 20
2026
Q1 		$1.92M Sell
50,852
-18,252
-26% -$735K 0.74% 20
2025
Q4 		$2.74M Buy
69,104
+1,020
+1% +$39.8K 1.02% 18
2025
Q3 		$2.63M Buy
68,084
+1,113
+2% +$41.5K 1% 18
2025
Q2 		$2.4M Buy
66,971
+7,363
+12% +$246K 0.99% 18
2025
Q1 		$1.97M Sell
59,608
-1,285
-2% -$44.6K 0.93% 20
2024
Q4 		$2.11M Sell
60,893
-4,684
-7% -$165K 1.04% 19
2024
Q3 		$2.25M Buy
65,577
+672
+1% +$22.2K 1.13% 18
2024
Q2 		$2.09M Buy
64,905
+67
+0.1% +$2.11K 1.19% 19
2024
Q1 		$2.06M Sell
64,838
-767
-1% -$23.2K 1.24% 18
2023
Q4 		$1.92M Buy
65,605
+514
+0.8% +$13.9K 1.26% 19
2023
Q3 		$1.71M Buy
65,091
+9,158
+16% +$250K 1.26% 18
2023
Q2 		$1.52M Buy
55,933
+2,369
+4% +$61.1K 1.13% 19
2023
Q1 		$1.36M Buy
53,564
+81
+0.2% +$2.05K 1.12% 19
2022
Q4 		$1.3M Sell
53,483
-16
-0% -$389 1.11% 19
2022
Q3 		$1.19M Buy
53,499
+6,693
+14% +$164K 1.11% 18
2022
Q2 		$1.09M Buy
46,806
+3,456
+8% +$87.5K 1.01% 20
2022
Q1 		$1.2M Buy
43,350
+72
+0.2% +$1.97K 1.22% 13
2021
Q4 		$1.25M Buy
+43,278
New +$1.22M 1.27% 14

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

Woodward Financial Advisors's DFAC Position: Q2 2026 in Review

Woodward Financial Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.58% in Q2 2026, selling an estimated $12.6K and leaving 50,558 shares worth $2.24M. The position accounts for 0.75% of the portfolio, ranked #20.

Woodward Financial Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.74M in Q4 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Woodward Financial Advisors held 50,558 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.24M as of Q2 2026.
  • Woodward Financial Advisors sold 294 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $12.6K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.75% of Woodward Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Woodward Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
  • Woodward Financial Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $2.74M in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.