Janney Montgomery Scott’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Janney Montgomery Scott’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	$912K	Sell	20,521 -3,460	-14%	-$156K	﹤0.01%	1967
2026 Q2	$1.06M	Sell	23,981 -272	-1%	-$11.6K	﹤0.01%	1895
2026 Q1	$942K	Buy	24,253 +6,844	+39%	+$276K	﹤0.01%	1685
2025 Q4	$689K	Buy	17,409 +513	+3%	+$20K	﹤0.01%	1984
2025 Q3	$652K	Buy	16,896 +1,327	+9%	+$49.5K	﹤0.01%	1989
2025 Q2	$558K	Buy	15,569 +576	+4%	+$19.2K	﹤0.01%	1944
2025 Q1	$495K	Buy	14,993 +3,647	+32%	+$127K	﹤0.01%	1989
2024 Q4	$392K	Buy	11,346 +1,700	+18%	+$59.9K	﹤0.01%	2148
2024 Q3	$331K	Sell	9,646 -16,456	-63%	-$544K	﹤0.01%	2232
2024 Q2	$842K	Buy	26,102 +14,250	+120%	+$449K	﹤0.01%	1541
2024 Q1	$379K	Buy	+11,852	New	+$358K	﹤0.01%	2180
2023 Q4	–	Sell	-58,029	Closed	-$1.52M	–	2663
2023 Q3	$1.52M	Hold	58,029	–	–	0.01%	1132
2023 Q2	$1.58M	Hold	58,029	–	–	0.01%	1192
2023 Q1	$1.48M	Hold	58,029	–	–	0.01%	1117
2022 Q4	$1.41M	Buy	58,029 +6,050	+12%	+$147K	0.01%	1194
2022 Q3	$1.16M	Sell	51,979 -1	-0%	-$25	0.01%	1243
2022 Q2	$1.23M	Buy	+51,980	New	+$1.32M	0.01%	1141
2022 Q1	–	Sell	-51,980	Closed	-$1.51M	–	2268
2021 Q4	$1.51M	Sell	51,980 -2,359	-4%	-$66.6K	0.01%	1119
2021 Q3	$1.44M	Buy	54,339 +2,141	+4%	+$58.2K	0.01%	1103
2021 Q2	$1.41M	Buy	+52,198	New	+$1.39M	0.01%	1108

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Janney Montgomery Scott's DFAC Position: Q3 2026 in Review

Janney Montgomery Scott reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 14% in Q3 2026, selling an estimated $156K and leaving 20,521 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Janney Montgomery Scott first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.58M in Q2 2023. 913 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Janney Montgomery Scott held 20,521 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $912K as of Q3 2026.
Janney Montgomery Scott sold 3,460 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $156K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #1967 holding.
Janney Montgomery Scott first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
Janney Montgomery Scott's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.58M in Q2 2023.
913 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.