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

Buttonwood Financial 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	$3.78M	Hold	85,038	–	–	1.14%	26
2026 Q2	$3.77M	Sell	85,038 -580	-0.7%	-$24.8K	1.15%	23
2026 Q1	$3.33M	Sell	85,618 -2,642	-3%	-$106K	1.11%	24
2025 Q4	$3.49M	Hold	88,260	–	–	1.16%	25
2025 Q3	$3.4M	Hold	88,260	–	–	1.17%	24
2025 Q2	$3.16M	Hold	88,260	–	–	1.27%	20
2025 Q1	$2.91M	Sell	88,260 -6,850	-7%	-$238K	1.28%	22
2024 Q4	$3.29M	Sell	95,110 -7,415	-7%	-$261K	1.45%	19
2024 Q3	$3.52M	Sell	102,525 -1,585	-2%	-$52.4K	1.53%	18
2024 Q2	$3.36M	Hold	104,110	–	–	1.58%	19
2024 Q1	$3.33M	Sell	104,110 -400	-0.4%	-$12.1K	1.56%	18
2023 Q4	$3.05M	Hold	104,510	–	–	1.66%	15
2023 Q3	$2.74M	Sell	104,510 -1,070	-1%	-$29.2K	1.73%	15
2023 Q2	$2.87M	Hold	105,580	–	–	1.8%	13
2023 Q1	$2.69M	Hold	105,580	–	–	2.09%	11
2022 Q4	$2.56M	Hold	105,580	–	–	2.16%	11
2022 Q3	$2.44M	Hold	105,580	–	–	2.2%	10
2022 Q2	$2.46M	Buy	+105,580	New	+$2.67M	2.22%	9

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

Evanson Financial Mclean, Virginia $2.03B AUM

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

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Buttonwood Financial Advisors's DFAC Position: Q3 2026 in Review

Buttonwood Financial Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 85,038 shares worth $3.78M. The position accounts for 1.14% of the portfolio, ranked #26.

Buttonwood Financial Advisors first reported a position in DFAC in Q2 2022 and has held it in 18 quarters since. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Buttonwood Financial Advisors held 85,038 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.78M as of Q3 2026.
Buttonwood Financial Advisors 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 1.14% of Buttonwood Financial Advisors's portfolio in Q3 2026, its #26 holding.
Buttonwood Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 18 quarters since.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.