Financial Harvest’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
$34.4M Buy
772,809
+37,477
+5% +$1.69M 16.12% 3
2026
Q2
$32.6M Buy
735,332
+54,201
+8% +$2.32M 13.49% 3
2026
Q1
$26.5M Buy
681,131
+38,699
+6% +$1.56M 15.59% 2
2025
Q4
$25.4M Buy
642,432
+29,554
+5% +$1.15M 15.7% 2
2025
Q3
$23.6M Buy
612,878
+20,004
+3% +$747K 15.93% 2
2025
Q2
$21.2M Buy
+592,874
New +$19.8M 15.88% 2
2025
Q1
– Sell
-528,275
Closed -$18.3M – 60
2024
Q4
$18.3M Buy
+528,275
New +$18.6M 15.42% 2

Other funds holding DFAC

Financial Harvest's DFAC Position: Q3 2026 in Review

Financial Harvest increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.1% in Q3 2026, buying an estimated $1.69M and bringing the position to 772,809 shares worth $34.4M. The position accounts for 16.12% of the portfolio, ranked #3.

Financial Harvest first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Financial Harvest held 772,809 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $34.4M as of Q3 2026.
  • Financial Harvest bought 37,477 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.69M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 16.12% of Financial Harvest's portfolio in Q3 2026, its #3 holding.
  • Financial Harvest first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
  • 529 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Financial Harvest's 13F filing for Q3 2026, filed 15 Oct 2026.