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DFAC icon

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

BetterWealth’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 		$126M Buy
2,845,172
+7,497
+0.3% +$337K 21.4% 1
2026
Q2 		$126M Buy
2,837,675
+7,166
+0.3% +$307K 22.27% 1
2026
Q1 		$110M Buy
2,830,509
+29,424
+1% +$1.19M 21.58% 1
2025
Q4 		$111M Buy
2,801,085
+23,959
+0.9% +$935K 25.29% 1
2025
Q3 		$107M Sell
2,777,126
-38,979
-1% -$1.45M 25.5% 1
2025
Q2 		$101M Buy
2,816,105
+77,302
+3% +$2.58M 25.85% 1
2025
Q1 		$90.4M Sell
2,738,803
-109,547
-4% -$3.8M 25.35% 1
2024
Q4 		$98.5M Sell
2,848,350
-77,030
-3% -$2.71M 27.14% 1
2024
Q3 		$100M Buy
2,925,380
+35,964
+1% +$1.19M 29.64% 1
2024
Q2 		$93.2M Sell
2,889,416
-3,530
-0.1% -$111K 29.69% 1
2024
Q1 		$92.4M Sell
2,892,946
-16,443
-0.6% -$496K 30.11% 1
2023
Q4 		$85M Buy
2,909,389
+227,639
+8% +$6.16M 29.08% 1
2023
Q3 		$70.3M Sell
2,681,750
-36,057
-1% -$984K 28.29% 1
2023
Q2 		$73.8M Sell
2,717,807
-2,121
-0.1% -$54.7K 28.72% 1
2023
Q1 		$69.3M Buy
2,719,928
+43,546
+2% +$1.1M 28.05% 1
2022
Q4 		$65M Buy
2,676,382
+38,900
+1% +$946K 29.26% 1
2022
Q3 		$58.7M Buy
2,637,482
+75,792
+3% +$1.86M 30.18% 1
2022
Q2 		$59.7M Buy
+2,561,690
New +$64.9M 29.45% 1
2022
Q1 		– Sell
-1,136,822
Closed -$32.9M – 38
2021
Q4 		$32.9M Buy
+1,136,822
New +$32.1M 23.09% 1

Other funds holding DFAC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Discipline Wealth Solutions
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
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

BetterWealth's DFAC Position: Q3 2026 in Review

BetterWealth increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.26% in Q3 2026, buying an estimated $337K and bringing the position to 2,845,172 shares worth $126M. The position accounts for 21.4% of the portfolio, ranked #1.

BetterWealth first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 280 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • BetterWealth held 2,845,172 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $126M as of Q3 2026.
  • BetterWealth bought 7,497 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $337K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 21.4% of BetterWealth's portfolio in Q3 2026, its #1 holding.
  • BetterWealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
  • 280 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

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