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

CWC 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	$238K	Hold	5,347	–	–	0.11%	142
2026 Q2	$237K	Hold	5,347	–	–	0.11%	142
2026 Q1	$208K	Hold	5,347	–	–	0.1%	145
2025 Q4	$212K	Hold	5,347	–	–	0.1%	145
2025 Q3	$206K	Buy	+5,347	New	+$200K	0.1%	144

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

CWC Advisors's DFAC Position: Q3 2026 in Review

CWC Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 5,347 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #142.

CWC Advisors first reported a position in DFAC in Q3 2025 and has held it in 5 quarters since. 728 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

CWC Advisors held 5,347 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $238K as of Q3 2026.
CWC 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 0.11% of CWC Advisors's portfolio in Q3 2026, its #142 holding.
CWC Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2025 and has held it in 5 quarters since.
728 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.