Dynamic Advisor Solutions
DFAC icon

Dynamic Advisor Solutions’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Dynamic Advisor Solutions’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 		$32.5M Buy
732,200
+3,983
+0.5% +$179K 0.92% 18
2026
Q2 		$32.3M Sell
728,217
-20,957
-3% -$897K 0.92% 21
2026
Q1 		$29.1M Buy
749,174
+15,101
+2% +$608K 0.92% 21
2025
Q4 		$29.1M Sell
734,073
-434,931
-37% -$17M 0.93% 21
2025
Q3 		$45.1M Buy
1,169,004
+44,698
+4% +$1.67M 1.31% 8
2025
Q2 		$40.3M Sell
1,124,306
-1,305
-0.1% -$43.5K 1.24% 10
2025
Q1 		$37.1M Buy
1,125,611
+38,583
+4% +$1.34M 1.22% 10
2024
Q4 		$37.6M Buy
1,087,028
+24,859
+2% +$875K 1.63% 9
2024
Q3 		$36.4M Buy
1,062,169
+37,911
+4% +$1.25M 1.09% 12
2024
Q2 		$33M Buy
1,024,258
+327,324
+47% +$10.3M 1.04% 12
2024
Q1 		$22.3M Buy
696,934
+45,567
+7% +$1.38M 0.75% 20
2023
Q4 		$18.7M Buy
651,367
+75,371
+13% +$2.04M 0.7% 23
2023
Q3 		$15.1M Buy
575,996
+147,348
+34% +$4.02M 0.71% 22
2023
Q2 		$11.6M Buy
428,648
+73,625
+21% +$1.9M 0.6% 28
2023
Q1 		$9.05M Sell
355,023
-22,829
-6% -$578K 0.53% 32
2022
Q4 		$9.17M Buy
377,852
+42,370
+13% +$1.03M 0.63% 30
2022
Q3 		$7.46M Buy
335,482
+16,265
+5% +$399K 0.57% 33
2022
Q2 		$7.44M Buy
+319,217
New +$8.08M 0.57% 32
2022
Q1 		– Sell
-276,027
Closed -$8M – 736
2021
Q4 		$8M Sell
276,027
-30,091
-10% -$849K 0.57% 35
2021
Q3 		$8.13M Buy
306,118
+105,402
+53% +$2.86M 0.61% 31
2021
Q2 		$5.42M Buy
+200,716
New +$5.33M 0.43% 51

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

Dynamic Advisor Solutions's DFAC Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.55% in Q3 2026, buying an estimated $179K and bringing the position to 732,200 shares worth $32.5M. The position accounts for 0.92% of the portfolio, ranked #18.

Dynamic Advisor Solutions first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $45.1M in Q3 2025. 261 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Dynamic Advisor Solutions held 732,200 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $32.5M as of Q3 2026.
  • Dynamic Advisor Solutions bought 3,983 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $179K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.92% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #18 holding.
  • Dynamic Advisor Solutions first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $45.1M in Q3 2025.
  • 261 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.