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

Forvis Mazars Wealth Advisors’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	$60.7M	Sell	1,366,417 -79,080	-5%	-$3.56M	1%	15
2026 Q2	$64.1M	Sell	1,445,497 -75,274	-5%	-$3.22M	1.07%	14
2026 Q1	$59.1M	Sell	1,520,771 -61,943	-4%	-$2.5M	1.12%	15
2025 Q4	$62.7M	Sell	1,582,714 -122,681	-7%	-$4.79M	1.18%	14
2025 Q3	$65.8M	Sell	1,705,395 -143,362	-8%	-$5.35M	1.31%	12
2025 Q2	$66.3M	Sell	1,848,757 -210,879	-10%	-$7.03M	1.43%	10
2025 Q1	$67.9M	Sell	2,059,636 -396,512	-16%	-$13.8M	1.63%	9
2024 Q4	$85M	Sell	2,456,148 -274,635	-10%	-$9.7M	1.96%	9
2024 Q3	$93.6M	Sell	2,730,783 -73,338	-3%	-$2.42M	2.15%	7
2024 Q2	$90.4M	Sell	2,804,121 -48,899	-2%	-$1.54M	2.26%	7
2024 Q1	$91.2M	Buy	2,853,020 +9,897	+0.3%	+$299K	2.32%	7
2023 Q4	$83.1M	Sell	2,843,123 -82,131	-3%	-$2.22M	2.31%	7
2023 Q3	$76.6M	Buy	2,925,254 +3,361	+0.1%	+$91.7K	2.31%	6
2023 Q2	$79.3M	Buy	2,921,893 +127,005	+5%	+$3.27M	2.32%	5
2023 Q1	$71.2M	Buy	2,794,888 +178,228	+7%	+$4.51M	2.33%	4
2022 Q4	$63.5M	Buy	2,616,660 +222,147	+9%	+$5.4M	2.22%	5
2022 Q3	$53.3M	Buy	2,394,513 +256,953	+12%	+$6.31M	2.15%	5
2022 Q2	$49.8M	Buy	2,137,560 +1,751,846	+454%	+$44.4M	2.01%	6
2022 Q1	$10.6M	Sell	385,714 -2,205	-0.6%	-$60.4K	0.45%	28
2021 Q4	$11.2M	Buy	387,919 +1,947	+0.5%	+$54.9K	0.47%	26
2021 Q3	$10.3M	Buy	385,972 +24,405	+7%	+$663K	0.47%	24
2021 Q2	$9.8M	Buy	+361,567	New	+$9.6M	0.45%	25

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

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

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

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

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's DFAC Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.5% in Q3 2026, selling an estimated $3.56M and leaving 1,366,417 shares worth $60.7M. The position accounts for 1% of the portfolio, ranked #15.

Forvis Mazars Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $93.6M in Q3 2024. 236 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Forvis Mazars Wealth Advisors held 1,366,417 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $60.7M as of Q3 2026.
Forvis Mazars Wealth Advisors sold 79,080 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $3.56M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #15 holding.
Forvis Mazars Wealth Advisors 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.
Forvis Mazars Wealth Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $93.6M in Q3 2024.
236 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.