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

Firethorn Wealth Partners’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	$19.7M	Buy	442,527 +3,077	+0.7%	+$138K	6.28%	2
2026 Q2	$19.5M	Buy	439,450 +14,731	+3%	+$630K	6.28%	2
2026 Q1	$16.5M	Buy	424,719 +18,952	+5%	+$764K	6.05%	2
2025 Q4	$16.1M	Buy	405,767 +460	+0.1%	+$18K	6.01%	2
2025 Q3	$15.6M	Sell	405,307 -3,137	-0.8%	-$117K	6.16%	2
2025 Q2	$14.6M	Sell	408,444 -26,967	-6%	-$900K	6.35%	2
2025 Q1	$14.4M	Sell	435,411 -7,422	-2%	-$258K	6.86%	1
2024 Q4	$15.3M	Sell	442,833 -26,677	-6%	-$939K	7.61%	1
2024 Q3	$16.1M	Sell	469,510 -18,483	-4%	-$610K	8.17%	1
2024 Q2	$15.7M	Buy	487,993 +7,048	+1%	+$222K	8.89%	1
2024 Q1	$15.4M	Buy	480,945 +1,363	+0.3%	+$41.1K	9.05%	1
2023 Q4	$14M	Sell	479,582 -488	-0.1%	-$13.2K	9.19%	1
2023 Q3	$12.6M	Buy	480,070 +50,828	+12%	+$1.39M	9.64%	1
2023 Q2	$11.7M	Buy	429,242 +22,746	+6%	+$586K	8.69%	1
2023 Q1	$10.4M	Buy	406,496 +50,010	+14%	+$1.27M	8.14%	1
2022 Q4	$8.66M	Buy	356,486 +74,292	+26%	+$1.81M	7.31%	2
2022 Q3	$6.28M	Buy	282,194 +50,434	+22%	+$1.24M	5.83%	4
2022 Q2	$5.88M	Buy	231,760 +89,747	+63%	+$2.27M	4.77%	5
2022 Q1	$3.92M	Buy	142,013 +65,868	+87%	+$1.8M	2.96%	6
2021 Q4	$2.21M	Buy	+76,145	New	+$2.15M	1.65%	12
2021 Q2	$2.05M	Buy	+75,999	New	+$2.02M	1.72%	13

Other funds holding DFAC

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Capstone Capital Henderson, Nevada $179M AUM 14.26% 1-Year Est. Return

Firethorn Wealth Partners's DFAC Position: Q3 2026 in Review

Firethorn Wealth Partners increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.7% in Q3 2026, buying an estimated $138K and bringing the position to 442,527 shares worth $19.7M. The position accounts for 6.28% of the portfolio, ranked #2.

Firethorn Wealth Partners first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 150 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Firethorn Wealth Partners held 442,527 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $19.7M as of Q3 2026.
Firethorn Wealth Partners bought 3,077 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $138K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 6.28% of Firethorn Wealth Partners's portfolio in Q3 2026, its #2 holding.
Firethorn Wealth Partners 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.
150 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.