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

HFG 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	$524K	Hold	11,808	–	–	0.53%	26
2026 Q2	$524K	Sell	11,808 -51,675	-81%	-$2.21M	0.53%	26
2026 Q1	$2.47M	Buy	63,483 +6,096	+11%	+$246K	1.36%	20
2025 Q4	$2.27M	Sell	57,387 -6,125	-10%	-$239K	1.25%	21
2025 Q3	$2.45M	Sell	63,512 -3,626	-5%	-$135K	1.33%	20
2025 Q2	$2.21M	Sell	67,138 -1,276	-2%	-$42.6K	1.35%	21
2025 Q1	$2.37M	Sell	68,414 -2,796	-4%	-$97.1K	1.43%	21
2024 Q4	$2.44M	Sell	71,210 -3,167	-4%	-$112K	1.58%	20
2024 Q3	$2.4M	Hold	74,377	–	–	1.53%	20
2024 Q2	$2.4M	Sell	74,377 -14,936	-17%	-$471K	1.53%	20
2024 Q1	$2.85M	Sell	89,313 -106,727	-54%	-$3.22M	1.68%	17
2023 Q4	$5.73M	Buy	+196,040	New	+$5.3M	1.41%	18
2023 Q1	$11.9M	Buy	+465,306	New	+$11.8M	2.46%	11

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

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

HFG Wealth Management's DFAC Position: Q3 2026 in Review

HFG Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 11,808 shares worth $524K. The position accounts for 0.53% of the portfolio, ranked #26.

HFG Wealth Management first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.9M in Q1 2023. 292 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

HFG Wealth Management held 11,808 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $524K as of Q3 2026.
HFG Wealth Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.53% of HFG Wealth Management's portfolio in Q3 2026, its #26 holding.
HFG Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and has held it in 13 quarters since.
HFG Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $11.9M in Q1 2023.
292 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.