Cravens & Co Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cravens & Co 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	$16M	Buy	359,792 +8,010	+2%	+$361K	10.84%	1
2026 Q2	$15.6M	Sell	351,782 -66,067	-16%	-$2.83M	10.48%	1
2026 Q1	$16.2M	Buy	417,849 +6,639	+2%	+$267K	10.55%	1
2025 Q4	$16.7M	Buy	411,210 +7,976	+2%	+$311K	10.95%	1
2025 Q3	$15.6M	Buy	403,234 +2,415	+0.6%	+$90.1K	10.62%	1
2025 Q2	$14.4M	Buy	400,819 +8,354	+2%	+$279K	10.72%	1
2025 Q1	$12.9M	Buy	392,465 +16,920	+5%	+$587K	10.06%	2
2024 Q4	$13M	Buy	375,545 +5,617	+2%	+$198K	9.89%	2
2024 Q3	$12.7M	Sell	369,928 -31,285	-8%	-$1.03M	9.8%	2
2024 Q2	$12.9M	Buy	401,213 +41,595	+12%	+$1.31M	9.6%	2
2024 Q1	$11.5M	Buy	359,618 +4,475	+1%	+$135K	9.54%	2
2023 Q4	$10.4M	Buy	355,143 +15,313	+5%	+$414K	8.95%	2
2023 Q3	$8.9M	Buy	339,830 +9,118	+3%	+$249K	8.37%	2
2023 Q2	$8.98M	Sell	330,712 -580	-0.2%	-$14.9K	8.26%	2
2023 Q1	$8.44M	Buy	331,292 +16,213	+5%	+$411K	7.88%	2
2022 Q4	$7.65M	Buy	+315,079	New	+$7.66M	7.08%	2

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

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

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

Cravens & Co Advisors's DFAC Position: Q3 2026 in Review

Cravens & Co Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.3% in Q3 2026, buying an estimated $361K and bringing the position to 359,792 shares worth $16M. The position accounts for 10.84% of the portfolio, ranked #1.

Cravens & Co Advisors first reported a position in DFAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.7M in Q4 2025. 327 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Cravens & Co Advisors held 359,792 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $16M as of Q3 2026.
Cravens & Co Advisors bought 8,010 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $361K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 10.84% of Cravens & Co Advisors's portfolio in Q3 2026, its #1 holding.
Cravens & Co Advisors 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.
Cravens & Co Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $16.7M in Q4 2025.
327 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Cravens & Co Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.