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

BlueSky Wealth 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	$5.62M	Sell	126,391 -256	-0.2%	-$11.5K	0.65%	34
2026 Q2	$5.62M	Hold	126,647	–	–	0.65%	32
2026 Q1	$4.92M	Sell	126,647 -36,532	-22%	-$1.47M	0.63%	32
2025 Q4	$6.46M	Hold	163,179	–	–	0.85%	24
2025 Q3	$6.29M	Hold	163,179	–	–	0.85%	24
2025 Q2	$5.85M	Hold	163,179	–	–	0.85%	23
2025 Q1	$5.38M	Hold	163,179	–	–	0.83%	24
2024 Q4	$5.64M	Hold	163,179	–	–	0.88%	24
2024 Q3	$5.6M	Sell	163,179 -38	-0%	-$1.26K	0.87%	23
2024 Q2	$5.26M	Sell	163,217 -31	-0%	-$978	0.89%	24
2024 Q1	$5.22M	Hold	163,248	–	–	4.08%	7
2023 Q4	$4.77M	Hold	163,248	–	–	0.89%	23
2023 Q3	$4.28M	Hold	163,248	–	–	0.87%	21
2023 Q2	$4.43M	Hold	163,248	–	–	0.89%	21
2023 Q1	$4.16M	Hold	163,248	–	–	0.86%	23
2022 Q4	$3.96M	Sell	163,248 -4,483	-3%	-$109K	0.88%	23
2022 Q3	$3.73M	Buy	167,731 +4,483	+3%	+$110K	0.87%	24
2022 Q2	$3.8M	Sell	163,248 -1,952	-1%	-$49.4K	0.84%	25
2022 Q1	$4.56M	Hold	165,200	–	–	0.89%	24
2021 Q4	$4.79M	Sell	165,200 -13,814	-8%	-$390K	0.89%	19
2021 Q3	$4.76M	Sell	179,014 -5,185	-3%	-$141K	0.93%	17
2021 Q2	$4.97M	Buy	+184,199	New	+$4.89M	0.97%	16

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

BlueSky Wealth Advisors's DFAC Position: Q3 2026 in Review

BlueSky Wealth Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.2% in Q3 2026, selling an estimated $11.5K and leaving 126,391 shares worth $5.62M. The position accounts for 0.65% of the portfolio, ranked #34.

BlueSky Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $6.46M in Q4 2025. 795 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

BlueSky Wealth Advisors held 126,391 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $5.62M as of Q3 2026.
BlueSky Wealth Advisors sold 256 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $11.5K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.65% of BlueSky Wealth Advisors's portfolio in Q3 2026, its #34 holding.
BlueSky Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
BlueSky Wealth Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $6.46M in Q4 2025.
795 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.