Graves Light Lenhart Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Graves Light Lenhart Wealth’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	$312K	Buy	7,014 +5	+0.1%	+$225	0.03%	152
2026 Q2	$311K	Buy	7,009 +22	+0.3%	+$941	0.03%	161
2026 Q1	$272K	Buy	6,987 +125	+2%	+$5.04K	0.03%	159
2025 Q4	$272K	Buy	6,862 +14	+0.2%	+$546	0.03%	161
2025 Q3	$264K	Buy	6,848 +16	+0.2%	+$597	0.03%	160
2025 Q2	$245K	Buy	6,832 +17	+0.2%	+$567	0.03%	167
2025 Q1	$225K	Buy	6,815 +15	+0.2%	+$521	0.03%	169
2024 Q4	$235K	Buy	6,800 +16	+0.2%	+$563	0.03%	161
2024 Q3	$233K	Buy	6,784 +16	+0.2%	+$528	0.03%	168
2024 Q2	$218K	Buy	6,768 +18	+0.3%	+$568	0.02%	169
2024 Q1	$216K	Buy	+6,750	New	+$204K	0.03%	169
2022 Q3	–	Sell	-5,614	Closed	-$131K	–	267
2022 Q2	$131K	Buy	5,614 +21	+0.4%	+$532	0.02%	203
2022 Q1	$154K	Buy	5,593 +13	+0.2%	+$356	0.02%	203
2021 Q4	$162K	Buy	5,580 +22	+0.4%	+$621	0.02%	218
2021 Q3	$148K	Buy	+5,558	New	+$151K	0.02%	211

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

Graves Light Lenhart Wealth's DFAC Position: Q3 2026 in Review

Graves Light Lenhart Wealth increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.07% in Q3 2026, buying an estimated $225 and bringing the position to 7,014 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #152.

Graves Light Lenhart Wealth first reported a position in DFAC in Q3 2021 and has held it in 15 quarters since. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Graves Light Lenhart Wealth held 7,014 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $312K as of Q3 2026.
Graves Light Lenhart Wealth bought 5 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $225.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #152 holding.
Graves Light Lenhart Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and has held it in 15 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 Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.