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

Compass Ion 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	$678K	Buy	+15,258	New	+$687K	0.06%	155

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

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 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

Compass Ion Advisors's DFAC Position: Q3 2026 in Review

Compass Ion Advisors opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026: 15,258 shares worth $678K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings.

932 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Compass Ion Advisors held 15,258 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $678K as of Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Compass Ion Advisors position in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.06% of Compass Ion Advisors's portfolio in Q3 2026, its #155 holding.
932 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.