CWS Financial Advisors
DFAC icon

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

CWS 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 		$278K Buy
6,244
+121
+2% +$5.45K 0.06% 140
2026
Q2 		$272K Hold
6,123
– – 0.06% 142
2026
Q1 		$238K Buy
+6,123
New +$247K 0.06% 136

Other funds holding DFAC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCU Wealth Advisors
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

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

CWS Financial Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2% in Q3 2026, buying an estimated $5.45K and bringing the position to 6,244 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #140.

CWS Financial Advisors first reported a position in DFAC in Q1 2026 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • CWS Financial Advisors held 6,244 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $278K as of Q3 2026.
  • CWS Financial Advisors bought 121 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $5.45K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.06% of CWS Financial Advisors's portfolio in Q3 2026, its #140 holding.
  • CWS Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2026 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.