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

BostonPremier Wealth’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	$682K	Hold	15,354	–	–	0.28%	32
2026 Q2	$681K	Buy	15,354 +38	+0.2%	+$1.63K	0.29%	28
2026 Q1	$595K	Buy	15,316 +38	+0.2%	+$1.53K	0.31%	30
2025 Q4	$605K	Buy	15,278 +35	+0.2%	+$1.37K	0.31%	28
2025 Q3	$588K	Buy	15,243 +42	+0.3%	+$1.57K	0.29%	29
2025 Q2	$545K	Buy	15,201 +46	+0.3%	+$1.54K	0.3%	28
2025 Q1	$500K	Buy	15,155 +889	+6%	+$30.9K	0.31%	28
2024 Q4	$493K	Buy	+14,266	New	+$502K	0.3%	28

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

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

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

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 Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

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

BostonPremier Wealth's DFAC Position: Q3 2026 in Review

BostonPremier Wealth held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 15,354 shares worth $682K. The position accounts for 0.28% of the portfolio, ranked #32.

BostonPremier Wealth first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

BostonPremier Wealth held 15,354 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $682K as of Q3 2026.
BostonPremier Wealth left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.28% of BostonPremier Wealth's portfolio in Q3 2026, its #32 holding.
BostonPremier Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
262 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.