Heffernan Advisory’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Heffernan Advisory's DFAC Position: Q3 2026 in Review
Heffernan Advisory increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 20% in Q3 2026, buying an estimated $2.49M and bringing the position to 338,172 shares worth $15M. The position accounts for 10.1% of the portfolio, ranked #3.
Heffernan Advisory first reported a position in DFAC in Q4 2025 and has held it in 4 quarters since. 728 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.
- Heffernan Advisory held 338,172 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $15M as of Q3 2026.
- Heffernan Advisory bought 55,417 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.49M.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 10.1% of Heffernan Advisory's portfolio in Q3 2026, its #3 holding.
- Heffernan Advisory first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 4 quarters since.
- 728 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.
Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.