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

Blue Fin 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	–	Sell	-8,014	Closed	-$356K	–	168
2026 Q2	$356K	Buy	+8,014	New	+$343K	0.05%	129

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

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

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Blue Fin Capital's DFAC Position: Q3 2026 in Review

Blue Fin Capital sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 8,014 shares — an estimated $356K sold.

Blue Fin Capital first reported a position in DFAC in Q2 2026 and held it in 1 quarter. The position peaked at $356K in Q2 2026. 610 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Blue Fin Capital reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Blue Fin Capital sold 8,014 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $356K.
Blue Fin Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2026 and held it in 1 quarter.
Blue Fin Capital's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $356K in Q2 2026.
610 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Blue Fin Capital's 13F filing for Q3 2026, filed 28 Oct 2026.