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

Freedom Financial 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	–	Sell	-213,839	Closed	-$9.49M	–	92
2026 Q2	$9.49M	Sell	213,839 -4,147	-2%	-$177K	3.09%	13
2026 Q1	$8.47M	Sell	217,986 -1,004	-0.5%	-$40.4K	3.02%	14
2025 Q4	$8.67M	Sell	218,990 -1,589	-0.7%	-$62K	3.15%	12
2025 Q3	$8.51M	Sell	220,579 -1,461	-0.7%	-$54.5K	3.24%	13
2025 Q2	$7.96M	Sell	222,040 -3,449	-2%	-$115K	3.35%	12
2025 Q1	$7.44M	Sell	225,489 -3,019	-1%	-$105K	3.46%	10
2024 Q4	$7.9M	Buy	+228,508	New	+$8.05M	3.81%	8

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

Evanson Financial Mclean, Virginia $2.03B AUM

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

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Freedom Financial Partners's DFAC Position: Q3 2026 in Review

Freedom Financial Partners sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 213,839 shares — an estimated $9.49M sold.

Freedom Financial Partners first reported a position in DFAC in Q4 2024 and held it in 7 quarters. The position peaked at $9.49M in Q2 2026. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Freedom Financial Partners reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Freedom Financial Partners sold 213,839 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $9.49M.
Freedom Financial Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and held it in 7 quarters.
Freedom Financial Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $9.49M in Q2 2026.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Freedom Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.