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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$591K Buy
13,297
+28
+0.2% +$1.26K 0.11% 151
2026
Q2
$589K Buy
+13,269
New +$568K 0.12% 142

Other funds holding DFAC

Fermata Advisors's DFAC Position: Q3 2026 in Review

Fermata Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.21% in Q3 2026, buying an estimated $1.26K and bringing the position to 13,297 shares worth $591K. The position accounts for 0.11% of the portfolio, ranked #151.

Fermata Advisors first reported a position in DFAC in Q2 2026 and has held it in 2 quarters since. 873 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Fermata Advisors held 13,297 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $591K as of Q3 2026.
  • Fermata Advisors bought 28 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.26K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.11% of Fermata Advisors's portfolio in Q3 2026, its #151 holding.
  • Fermata Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2026 and has held it in 2 quarters since.
  • 873 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.