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

Avant 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 Q3	$1.57M	Hold	35,354	–	–	0.96%	28
2026 Q2	$1.57M	Sell	35,354 -1,689	-5%	-$72.3K	0.98%	27
2026 Q1	$1.44M	Sell	37,043 -242	-0.6%	-$9.8K	1.01%	26
2025 Q4	$1.48M	Sell	37,285 -250	-0.7%	-$9.8K	1.06%	27
2025 Q3	$1.45M	Sell	37,535 -1,888	-5%	-$70.5K	1.09%	26
2025 Q2	$1.41M	Sell	39,423 -377	-0.9%	-$12.6K	1.16%	25
2025 Q1	$1.31M	Sell	39,800 -1,481	-4%	-$51.4K	1.19%	26
2024 Q4	$1.43M	Buy	+41,281	New	+$1.45M	1.31%	25

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

Avant Financial Advisors's DFAC Position: Q3 2026 in Review

Avant Financial Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 35,354 shares worth $1.57M. The position accounts for 0.96% of the portfolio, ranked #28.

Avant Financial Advisors first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 841 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Avant Financial Advisors held 35,354 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.57M as of Q3 2026.
Avant Financial Advisors 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 0.96% of Avant Financial Advisors's portfolio in Q3 2026, its #28 holding.
Avant Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
841 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Avant Financial Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.