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

Boston Trust Walden’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	-19,164	Closed	-$850K	–	400
2026 Q2	$850K	Hold	19,164	–	–	0.01%	303
2026 Q1	$745K	Sell	19,164 -2,373	-11%	-$95.6K	0.01%	308
2025 Q4	$853K	Hold	21,537	–	–	0.01%	291
2025 Q3	$831K	Hold	21,537	–	–	0.01%	292
2025 Q2	$772K	Hold	21,537	–	–	0.01%	295
2025 Q1	$711K	Hold	21,537	–	–	0.01%	299
2024 Q4	$745K	Hold	21,537	–	–	0.01%	296
2024 Q3	$739K	Hold	21,537	–	–	0.01%	298
2024 Q2	$694K	Hold	21,537	–	–	0.01%	296
2024 Q1	$688K	Hold	21,537	–	–	﹤0.01%	303
2023 Q4	$630K	Hold	21,537	–	–	﹤0.01%	306
2023 Q3	$564K	Hold	21,537	–	–	﹤0.01%	305
2023 Q2	$585K	Hold	21,537	–	–	﹤0.01%	304
2023 Q1	$549K	Hold	21,537	–	–	﹤0.01%	306
2022 Q4	$523K	Hold	21,537	–	–	﹤0.01%	307
2022 Q3	$479K	Hold	21,537	–	–	﹤0.01%	303
2022 Q2	$502K	Hold	21,537	–	–	﹤0.01%	306
2022 Q1	$594K	Hold	21,537	–	–	﹤0.01%	306
2021 Q4	$624K	Hold	21,537	–	–	0.01%	312
2021 Q3	$572K	Sell	21,537 -1,400	-6%	-$38K	0.01%	314
2021 Q2	$619K	Buy	+22,937	New	+$610K	0.01%	315

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

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

Boston Trust Walden's DFAC Position: Q3 2026 in Review

Boston Trust Walden sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 19,164 shares — an estimated $850K sold.

Boston Trust Walden first reported a position in DFAC in Q2 2021 and held it in 21 quarters. The position peaked at $853K in Q4 2025. 743 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Boston Trust Walden reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Boston Trust Walden sold 19,164 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $850K.
Boston Trust Walden first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and held it in 21 quarters.
Boston Trust Walden's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $853K in Q4 2025.
743 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.