Axxcess Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Axxcess Wealth Management's DFAC Position: Q3 2026 in Review
Axxcess Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 52% in Q3 2026, selling an estimated $6.39M and leaving 130,984 shares worth $5.82M. The position accounts for 0.24% of the portfolio, ranked #102.
Axxcess Wealth Management first reported a position in DFAC in Q1 2024 and has held it in 8 quarters since. The position peaked at $12.1M in Q2 2026. 327 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.
- Axxcess Wealth Management held 130,984 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $5.82M as of Q3 2026.
- Axxcess Wealth Management sold 141,922 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $6.39M.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.24% of Axxcess Wealth Management's portfolio in Q3 2026, its #102 holding.
- Axxcess Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and has held it in 8 quarters since.
- Axxcess Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $12.1M in Q2 2026.
- 327 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.
Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.