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

World Investment 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 		$1.81M Sell
46,048
-614
-1% -$26.3K 0.03% 508
2026
Q1 		$1.81M Buy
46,662
+3,273
+8% +$132K 0.03% 516
2025
Q4 		$1.72M Buy
43,389
+4,841
+13% +$189K 0.03% 516
2025
Q3 		$1.49M Buy
38,548
+8,514
+28% +$318K 0.03% 467
2025
Q2 		$1.08M Sell
30,034
-4,714
-14% -$157K 0.02% 508
2025
Q1 		$1.15M Buy
34,748
+726
+2% +$25.2K 0.03% 464
2024
Q4 		$1.18M Buy
34,022
+10,005
+42% +$352K 0.03% 437
2024
Q3 		$824K Buy
24,017
+5,201
+28% +$172K 0.03% 471
2024
Q2 		$607K Sell
18,816
-17,920
-49% -$565K 0.04% 358
2024
Q1 		$1.17M Buy
+36,736
New +$1.11M 0.17% 122

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

World Investment Advisors's DFAC Position: Q2 2026 in Review

World Investment Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.3% in Q2 2026, selling an estimated $26.3K and leaving 46,048 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #508.

World Investment Advisors first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.81M in Q1 2026. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • World Investment Advisors held 46,048 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.81M as of Q2 2026.
  • World Investment Advisors sold 614 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $26.3K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #508 holding.
  • World Investment Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
  • World Investment Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.81M in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

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