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

DecisionPoint Financial’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	$192M	Buy	4,293,579 +232,240	+6%	+$10.5M	33.41%	1
2026 Q2	$180M	Buy	4,061,339 +269,833	+7%	+$11.5M	33.32%	1
2026 Q1	$147M	Buy	3,791,506 +45,668	+1%	+$1.84M	31.76%	1
2025 Q4	$148M	Buy	3,745,838 +204,800	+6%	+$7.99M	32.63%	1
2025 Q3	$137M	Buy	3,541,038 +178,623	+5%	+$6.67M	31.92%	1
2025 Q2	$121M	Buy	3,362,415 +168,254	+5%	+$5.61M	30.95%	1
2025 Q1	$105M	Buy	3,194,161 +195,363	+7%	+$6.78M	30.57%	1
2024 Q4	$104M	Buy	2,998,798 +139,038	+5%	+$4.9M	31.69%	1
2024 Q3	$98.1M	Buy	2,859,760 +127,839	+5%	+$4.22M	31.04%	1
2024 Q2	$91.1M	Buy	2,731,921 +379,448	+16%	+$12M	30.53%	1
2024 Q1	$72.5M	Buy	2,352,473 +217,572	+10%	+$6.57M	28.87%	1
2023 Q4	$62.4M	Buy	2,134,901 +212,981	+11%	+$5.76M	26.76%	1
2023 Q3	$50.4M	Buy	1,921,920 +137,128	+8%	+$3.74M	26.33%	1
2023 Q2	$48.5M	Buy	1,784,792 +331,118	+23%	+$8.53M	25.25%	1
2023 Q1	$37M	Buy	1,453,674 +171,214	+13%	+$4.34M	21.4%	1
2022 Q4	$31.1M	Buy	+1,282,460	New	+$31.2M	18.93%	1

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

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 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

DecisionPoint Financial's DFAC Position: Q3 2026 in Review

DecisionPoint Financial increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.7% in Q3 2026, buying an estimated $10.5M and bringing the position to 4,293,579 shares worth $192M. The position accounts for 33.41% of the portfolio, ranked #1.

DecisionPoint Financial first reported a position in DFAC in Q4 2022 and has held it in 16 quarters since. 455 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

DecisionPoint Financial held 4,293,579 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $192M as of Q3 2026.
DecisionPoint Financial bought 232,240 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $10.5M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 33.41% of DecisionPoint Financial's portfolio in Q3 2026, its #1 holding.
DecisionPoint Financial 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.
455 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.