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

Kaufman Rossin Wealth’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	$6.29M	Sell	141,519 -1,148	-0.8%	-$51.7K	2.55%	9
2026 Q2	$6.34M	Buy	142,667 +256	+0.2%	+$11K	3%	9
2026 Q1	$5.53M	Sell	142,411 -26,579	-16%	-$1.07M	3.17%	9
2025 Q4	$6.69M	Sell	168,990 -1,731	-1%	-$67.6K	3.48%	8
2025 Q3	$6.58M	Sell	170,721 -10,454	-6%	-$390K	3.61%	7
2025 Q2	$6.49M	Sell	181,175 -6,203	-3%	-$207K	4.11%	6
2025 Q1	$6.18M	Sell	187,378 -712	-0.4%	-$24.7K	4.42%	5
2024 Q4	$6.51M	Buy	+188,090	New	+$6.62M	6.7%	5

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

Kaufman Rossin Wealth's DFAC Position: Q3 2026 in Review

Kaufman Rossin Wealth reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.8% in Q3 2026, selling an estimated $51.7K and leaving 141,519 shares worth $6.29M. The position accounts for 2.55% of the portfolio, ranked #9.

Kaufman Rossin Wealth first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.69M in Q4 2025. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Kaufman Rossin Wealth held 141,519 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $6.29M as of Q3 2026.
Kaufman Rossin Wealth sold 1,148 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $51.7K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.55% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #9 holding.
Kaufman Rossin Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Kaufman Rossin Wealth's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $6.69M in Q4 2025.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.