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

CX Institutional’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	$180K	Sell	4,047 -1,607	-28%	-$72.3K	﹤0.01%	767
2026 Q2	$251K	Sell	5,654 -998	-15%	-$42.7K	0.01%	688
2026 Q1	$258K	Buy	6,652 +16	+0.2%	+$645	0.01%	655
2025 Q4	$263K	Buy	6,636 +511	+8%	+$19.9K	0.01%	619
2025 Q3	$236K	Buy	6,125 +3,913	+177%	+$146K	0.01%	638
2025 Q2	$79K	Sell	2,212 -1,060	-32%	-$35.4K	﹤0.01%	794
2025 Q1	$108K	Buy	+3,272	New	+$114K	﹤0.01%	737
2023 Q2	–	Sell	-26,901	Closed	-$688K	–	509
2023 Q1	$688K	Buy	26,901 +4,267	+19%	+$108K	0.04%	322
2022 Q4	$550K	Buy	22,634 +9,592	+74%	+$233K	0.03%	359
2022 Q3	$290K	Buy	13,042 +9,853	+309%	+$242K	0.02%	395
2022 Q2	$74K	Buy	+3,189	New	+$80.7K	0.01%	604
2021 Q4	–	Sell	-4,736	Closed	-$126K	–	460
2021 Q3	$126K	Hold	4,736	–	–	0.01%	409
2021 Q2	$128K	Buy	+4,736	New	+$126K	0.01%	398

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

CX Institutional's DFAC Position: Q3 2026 in Review

CX Institutional reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 28% in Q3 2026, selling an estimated $72.3K and leaving 4,047 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

CX Institutional first reported a position in DFAC in Q2 2021 and has held it in 13 quarters since. The position peaked at $688K in Q1 2023. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

CX Institutional held 4,047 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $180K as of Q3 2026.
CX Institutional sold 1,607 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $72.3K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #767 holding.
CX Institutional first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 13 quarters since.
CX Institutional's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $688K in Q1 2023.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.