Cardinal Point Capital Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cardinal Point Capital Management’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	$47.6M	Buy	1,070,089 +32,678	+3%	+$1.47M	2.64%	8
2026 Q2	$46M	Buy	1,037,411 +9,596	+0.9%	+$411K	2.61%	8
2026 Q1	$39.9M	Buy	1,027,815 +58,118	+6%	+$2.34M	2.45%	8
2025 Q4	$38.4M	Buy	969,697 +35,598	+4%	+$1.39M	2.51%	8
2025 Q3	$35.7M	Buy	934,099 +53,639	+6%	+$2M	2.5%	9
2025 Q2	$31.6M	Buy	880,460 +37,492	+4%	+$1.25M	2.5%	9
2025 Q1	$27.8M	Buy	842,968 +82,776	+11%	+$2.87M	2.56%	9
2024 Q4	$26.3M	Buy	760,192 +45,179	+6%	+$1.59M	4.17%	9
2024 Q3	$24.5M	Buy	715,013 +58,501	+9%	+$1.93M	4.09%	9
2024 Q2	$21.2M	Buy	656,512 +182,050	+38%	+$5.74M	3.68%	10
2024 Q1	$15.2M	Buy	474,462 +452,330	+2,044%	+$13.7M	2.88%	13
2023 Q4	$647K	Hold	22,132	–	–	0.16%	32
2023 Q3	$580K	Hold	22,132	–	–	0.15%	40
2023 Q2	$601K	Sell	22,132 -22,490	-50%	-$580K	0.18%	38
2023 Q1	$1.14M	Hold	44,622	–	–	0.35%	25
2022 Q4	$1.08M	Buy	+44,622	New	+$1.09M	0.37%	22

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

Cardinal Point Capital Management's DFAC Position: Q3 2026 in Review

Cardinal Point Capital Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 3.1% in Q3 2026, buying an estimated $1.47M and bringing the position to 1,070,089 shares worth $47.6M. The position accounts for 2.64% of the portfolio, ranked #8.

Cardinal Point Capital Management first reported a position in DFAC in Q4 2022 and has held it in 16 quarters since. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Cardinal Point Capital Management held 1,070,089 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $47.6M as of Q3 2026.
Cardinal Point Capital Management bought 32,678 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.47M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.64% of Cardinal Point Capital Management's portfolio in Q3 2026, its #8 holding.
Cardinal Point Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 16 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 Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.