August Group Capital’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

August Group Capital’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	$244K	Buy	+5,500	New	+$248K	0.25%	81

Other funds holding DFAC

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

August Group Capital's DFAC Position: Q3 2026 in Review

August Group Capital opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026: 5,500 shares worth $244K. The stake represents 0.25% of the portfolio and ranks #81 among its holdings.

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

August Group Capital held 5,500 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $244K as of Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new August Group Capital position in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.25% of August Group Capital's portfolio in Q3 2026, its #81 holding.
814 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on August Group Capital's 13F filing for Q3 2026, filed 14 Oct 2026.