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

Atwater Malick’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	$3.16M	Hold	71,167	–	–	0.7%	26
2026 Q2	$3.16M	Sell	71,167 -2,089	-3%	-$89.4K	0.69%	26
2026 Q1	$2.85M	Buy	73,256 +181	+0.2%	+$7.29K	0.77%	25
2025 Q4	$2.89M	Buy	73,075 +164	+0.2%	+$6.4K	0.8%	27
2025 Q3	$2.81M	Buy	72,911 +197	+0.3%	+$7.35K	0.82%	26
2025 Q2	$2.61M	Sell	72,714 -2,622	-3%	-$87.5K	0.83%	26
2025 Q1	$2.49M	Sell	75,336 -3,514	-4%	-$122K	0.84%	27
2024 Q4	$2.73M	Buy	78,850 +222	+0.3%	+$7.82K	0.91%	26
2024 Q3	$2.7M	Sell	78,628 -2,725	-3%	-$90K	0.87%	26
2024 Q2	$2.62M	Buy	81,353 +238	+0.3%	+$7.5K	0.9%	25
2024 Q1	$2.59M	Buy	81,115 +162	+0.2%	+$4.89K	0.91%	26
2023 Q4	$2.37M	Sell	80,953 -4,431	-5%	-$120K	0.93%	26
2023 Q3	$2.24M	Buy	85,384 +306	+0.4%	+$8.35K	0.98%	26
2023 Q2	$2.31M	Buy	85,078 +289	+0.3%	+$7.45K	0.99%	26
2023 Q1	$2.16M	Buy	84,789 +200	+0.2%	+$5.07K	1.01%	26
2022 Q4	$2.05M	Buy	84,589 +420	+0.5%	+$10.2K	1.01%	26
2022 Q3	$1.87M	Buy	84,169 +318	+0.4%	+$7.81K	1.05%	27
2022 Q2	$1.95M	Buy	+83,851	New	+$2.12M	1.03%	28
2022 Q1	–	Sell	-86,264	Closed	-$2.5M	–	60
2021 Q4	$2.5M	Sell	86,264 -3,191	-4%	-$90K	1.16%	27
2021 Q3	$2.38M	Buy	89,455 +244	+0.3%	+$6.63K	1.26%	27
2021 Q2	$2.41M	Buy	+89,211	New	+$2.37M	1.33%	27

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

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

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

Atwater Malick's DFAC Position: Q3 2026 in Review

Atwater Malick held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 71,167 shares worth $3.16M. The position accounts for 0.7% of the portfolio, ranked #26.

Atwater Malick first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 292 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Atwater Malick held 71,167 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.16M as of Q3 2026.
Atwater Malick left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.7% of Atwater Malick's portfolio in Q3 2026, its #26 holding.
Atwater Malick first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
292 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.