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Galvin Gaustad & Stein’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Galvin Gaustad & Stein’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
-11,314
Closed -$502K – 259
2026
Q2 		$502K Buy
11,314
+28
+0.2% +$1.2K 0.04% 184
2026
Q1 		$439K Buy
11,286
+28
+0.2% +$1.13K 0.04% 181
2025
Q4 		$446K Buy
11,258
+26
+0.2% +$1.01K 0.03% 174
2025
Q3 		$433K Buy
11,232
+31
+0.3% +$1.16K 0.04% 144
2025
Q2 		$401K Buy
11,201
+34
+0.3% +$1.13K 0.03% 144
2025
Q1 		$368K Buy
11,167
+27
+0.2% +$937 0.03% 148
2024
Q4 		$385K Buy
11,140
+32
+0.3% +$1.13K 0.03% 145
2024
Q3 		$381K Buy
11,108
+30
+0.3% +$991 0.03% 142
2024
Q2 		$357K Buy
11,078
+1,534
+16% +$48.4K 0.03% 140
2024
Q1 		$305K Buy
9,544
+2,519
+36% +$76K 0.03% 153
2023
Q4 		$205K Buy
+7,025
New +$190K 0.02% 181

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Galvin Gaustad & Stein's DFAC Position: Q3 2026 in Review

Galvin Gaustad & Stein sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 11,314 shares — an estimated $502K sold.

Galvin Gaustad & Stein first reported a position in DFAC in Q4 2023 and held it in 11 quarters. The position peaked at $502K in Q2 2026. 56 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Galvin Gaustad & Stein reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 11,314 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $502K.
  • Galvin Gaustad & Stein first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and held it in 11 quarters.
  • Galvin Gaustad & Stein's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $502K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.