Gradient Capital Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Gradient Capital 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	$1.22M	Buy	27,337 +1,324	+5%	+$59.6K	0.28%	68
2026 Q2	$1.15M	Buy	26,013 +489	+2%	+$20.9K	0.27%	67
2026 Q1	$992K	Buy	25,524 +721	+3%	+$29K	0.26%	70
2025 Q4	$982K	Buy	24,803 +273	+1%	+$10.7K	0.25%	69
2025 Q3	$946K	Sell	24,530 -967	-4%	-$36.1K	0.25%	68
2025 Q2	$914K	Buy	25,497 +2,140	+9%	+$71.4K	0.27%	64
2025 Q1	$771K	Buy	23,357 +341	+1%	+$11.8K	0.25%	75
2024 Q4	$796K	Buy	23,016 +553	+2%	+$19.5K	0.26%	72
2024 Q3	$770K	Buy	22,463 +1,829	+9%	+$60.4K	0.26%	72
2024 Q2	$665K	Sell	20,634 -119	-0.6%	-$3.75K	0.24%	74
2024 Q1	$663K	Buy	20,753 +1,202	+6%	+$36.3K	0.24%	78
2023 Q4	$571K	Sell	19,551 -360	-2%	-$9.7K	0.22%	84
2023 Q3	$522K	Sell	19,911 -1,429	-7%	-$39K	0.22%	82
2023 Q2	$579K	Buy	21,340 +3,084	+17%	+$79.5K	0.23%	76
2023 Q1	$465K	Buy	18,256 +7,576	+71%	+$192K	0.2%	82
2022 Q4	$259K	Buy	10,680 +174	+2%	+$4.23K	0.12%	120
2022 Q3	$234K	Buy	10,506 +1,533	+17%	+$37.6K	0.11%	117
2022 Q2	$209K	Sell	8,973 -1,195	-12%	-$30.3K	0.1%	108
2022 Q1	$280K	Buy	10,168 +117	+1%	+$3.2K	0.12%	104
2021 Q4	$291K	Buy	10,051 +736	+8%	+$20.8K	0.12%	102
2021 Q3	$247K	Buy	9,315 +1,584	+20%	+$43K	0.11%	107
2021 Q2	$209K	Buy	+7,731	New	+$205K	0.1%	114

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

Gradient Capital Advisors's DFAC Position: Q3 2026 in Review

Gradient Capital Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.1% in Q3 2026, buying an estimated $59.6K and bringing the position to 27,337 shares worth $1.22M. The position accounts for 0.28% of the portfolio, ranked #68.

Gradient Capital Advisors first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Gradient Capital Advisors held 27,337 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.22M as of Q3 2026.
Gradient Capital Advisors bought 1,324 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $59.6K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.28% of Gradient Capital Advisors's portfolio in Q3 2026, its #68 holding.
Gradient Capital 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.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.