Hartmann Taylor Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Hartmann Taylor Wealth Management’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	$3.58M	Buy	80,595 +1,002	+1%	+$45.1K	2.01%	12
2026 Q2	$3.09M	Hold	79,593	–	–	2.05%	13
2026 Q1	$3.09M	Hold	79,593	–	–	2.05%	13
2025 Q4	$3.15M	Hold	79,593	–	–	2.13%	11
2025 Q3	$3.07M	Sell	79,593 -3,303	-4%	-$123K	2.2%	12
2025 Q2	$2.97M	Sell	82,896 -300	-0.4%	-$10K	2.47%	11
2025 Q1	$2.74M	Buy	+83,196	New	+$2.89M	2.46%	12

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

Hartmann Taylor Wealth Management's DFAC Position: Q3 2026 in Review

Hartmann Taylor Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.3% in Q3 2026, buying an estimated $45.1K and bringing the position to 80,595 shares worth $3.58M. The position accounts for 2.01% of the portfolio, ranked #12.

Hartmann Taylor Wealth Management first reported a position in DFAC in Q1 2025 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Hartmann Taylor Wealth Management held 80,595 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.58M as of Q3 2026.
Hartmann Taylor Wealth Management bought 1,002 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $45.1K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.01% of Hartmann Taylor Wealth Management's portfolio in Q3 2026, its #12 holding.
Hartmann Taylor Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 7 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 Hartmann Taylor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.