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

Integrated Advisors Network’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	$16.7M	Sell	374,874 -5,757	-2%	-$259K	0.76%	23
2026 Q2	$16.9M	Buy	380,631 +8,891	+2%	+$380K	0.78%	25
2026 Q1	$14.4M	Buy	371,740 +5,215	+1%	+$210K	0.76%	19
2025 Q4	$14.5M	Sell	366,525 -3,054	-0.8%	-$119K	0.64%	30
2025 Q3	$14.3M	Sell	369,579 -5,079	-1%	-$190K	0.6%	36
2025 Q2	$13.4M	Buy	374,658 +4,045	+1%	+$135K	0.61%	29
2025 Q1	$12.2M	Sell	370,613 -21,794	-6%	-$757K	0.62%	28
2024 Q4	$13.6M	Buy	392,407 +7,105	+2%	+$250K	0.65%	27
2024 Q3	$13.2M	Buy	385,302 +10,201	+3%	+$337K	0.62%	31
2024 Q2	$12.1M	Sell	375,101 -1,379	-0.4%	-$43.5K	0.62%	27
2024 Q1	$12M	Sell	376,480 -5,526	-1%	-$167K	0.61%	27
2023 Q4	$11.2M	Buy	382,006 +11,556	+3%	+$313K	0.63%	27
2023 Q3	$9.7M	Sell	370,450 -3,218	-0.9%	-$87.8K	0.59%	31
2023 Q2	$10.1M	Sell	373,668 -5,474	-1%	-$141K	0.58%	32
2023 Q1	$9.7M	Sell	379,142 -36,939	-9%	-$936K	0.58%	34
2022 Q4	$10.1M	Sell	416,081 -11,796	-3%	-$287K	0.65%	34
2022 Q3	$9.5M	Buy	427,877 +34,155	+9%	+$839K	0.65%	33
2022 Q2	$9.17M	Buy	393,722 +19,290	+5%	+$488K	0.6%	35
2022 Q1	$10.3M	Buy	374,432 +12,990	+4%	+$356K	0.61%	33
2021 Q4	$10.5M	Buy	361,442 +5,151	+1%	+$145K	0.62%	31
2021 Q3	$9.47M	Buy	356,291 +23,138	+7%	+$629K	0.63%	31
2021 Q2	$8.99M	Buy	+333,153	New	+$8.85M	0.66%	31

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

Integrated Advisors Network's DFAC Position: Q3 2026 in Review

Integrated Advisors Network reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.5% in Q3 2026, selling an estimated $259K and leaving 374,874 shares worth $16.7M. The position accounts for 0.76% of the portfolio, ranked #23.

Integrated Advisors Network first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $16.9M in Q2 2026. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Integrated Advisors Network held 374,874 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $16.7M as of Q3 2026.
Integrated Advisors Network sold 5,757 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $259K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.76% of Integrated Advisors Network's portfolio in Q3 2026, its #23 holding.
Integrated Advisors Network 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.
Integrated Advisors Network's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $16.9M in Q2 2026.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.