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

KFG LLC’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 Q3	$8.17M	Buy	+183,904	New	+$8.28M	5.42%	3

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

KFG LLC's DFAC Position: Q3 2026 in Review

KFG LLC opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026: 183,904 shares worth $8.17M. The stake represents 5.42% of the portfolio and ranks #3 among its holdings.

642 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

KFG LLC held 183,904 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $8.17M as of Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new KFG LLC position in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 5.42% of KFG LLC's portfolio in Q3 2026, its #3 holding.
642 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on KFG LLC's 13F filing for Q3 2026, filed 2 Nov 2026.