Empirical Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Empirical Wealth Management’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	$31.2M	Sell	703,026 -2,778	-0.4%	-$125K	0.42%	42
2026 Q2	$31.3M	Sell	705,804 -5,124	-0.7%	-$219K	0.46%	40
2026 Q1	$27.6M	Sell	710,928 -4,428	-0.6%	-$178K	0.48%	36
2025 Q4	$28.3M	Sell	715,356 -787	-0.1%	-$30.7K	0.5%	34
2025 Q3	$27.6M	Sell	716,143 -9,013	-1%	-$336K	0.55%	33
2025 Q2	$26M	Sell	725,156 -9,600	-1%	-$320K	0.59%	30
2025 Q1	$24.2M	Sell	734,756 -19,719	-3%	-$685K	0.62%	28
2024 Q4	$26.1M	Buy	754,475 +8,801	+1%	+$310K	0.71%	25
2024 Q3	$25.6M	Sell	745,674 -809	-0.1%	-$26.7K	0.72%	26
2024 Q2	$24.1M	Sell	746,483 -40,285	-5%	-$1.27M	0.71%	27
2024 Q1	$25.1M	Buy	786,768 +6,411	+0.8%	+$194K	0.76%	26
2023 Q4	$22.8M	Sell	780,357 -8,587	-1%	-$232K	0.76%	26
2023 Q3	$20.7M	Sell	788,944 -2,679	-0.3%	-$73.1K	0.81%	23
2023 Q2	$21.5M	Sell	791,623 -21,373	-3%	-$551K	0.86%	26
2023 Q1	$20.7M	Sell	812,996 -18,110	-2%	-$459K	0.9%	26
2022 Q4	$20.2M	Sell	831,106 -27,102	-3%	-$659K	0.95%	23
2022 Q3	$19.1M	Sell	858,208 -14,720	-2%	-$361K	1%	22
2022 Q2	$20.3M	Sell	872,928 -41,593	-5%	-$1.05M	1.07%	22
2022 Q1	$25.2M	Buy	914,521 +1,967	+0.2%	+$53.9K	1.26%	19
2021 Q4	$26.4M	Buy	912,554 +9,092	+1%	+$257K	1.32%	19
2021 Q3	$24M	Sell	903,462 -23,281	-3%	-$633K	1.37%	18
2021 Q2	$25M	Buy	+926,743	New	+$24.6M	1.51%	17

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

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Empirical Wealth Management's DFAC Position: Q3 2026 in Review

Empirical Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.39% in Q3 2026, selling an estimated $125K and leaving 703,026 shares worth $31.2M. The position accounts for 0.42% of the portfolio, ranked #42.

Empirical Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $31.3M in Q2 2026. 814 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Empirical Wealth Management held 703,026 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $31.2M as of Q3 2026.
Empirical Wealth Management sold 2,778 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $125K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.42% of Empirical Wealth Management's portfolio in Q3 2026, its #42 holding.
Empirical Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
Empirical Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $31.3M in Q2 2026.
814 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.