Keystone Financial Group (Georgia)’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Keystone Financial Group (Georgia)’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	$6.94M	Buy	156,213 +3,405	+2%	+$153K	3.7%	9
2026 Q2	$6.78M	Buy	152,808 +1,465	+1%	+$62.7K	3.56%	10
2026 Q1	$5.88M	Sell	151,343 -8,040	-5%	-$324K	3.06%	12
2025 Q4	$6.31M	Buy	159,383 +42,374	+36%	+$1.65M	3.3%	11
2025 Q3	$4.51M	Sell	117,009 -3,006	-3%	-$112K	2.54%	11
2025 Q2	$4.38M	Buy	120,015 +2,546	+2%	+$84.9K	2.79%	9
2025 Q1	$3.84M	Buy	117,469 +15,092	+15%	+$524K	2.7%	9
2024 Q4	$3.54M	Buy	+102,377	New	+$3.61M	2.87%	8

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

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

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Keystone Financial Group (Georgia)'s DFAC Position: Q3 2026 in Review

Keystone Financial Group (Georgia) increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.2% in Q3 2026, buying an estimated $153K and bringing the position to 156,213 shares worth $6.94M. The position accounts for 3.7% of the portfolio, ranked #9.

Keystone Financial Group (Georgia) first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 814 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Keystone Financial Group (Georgia) held 156,213 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $6.94M as of Q3 2026.
Keystone Financial Group (Georgia) bought 3,405 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $153K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 3.7% of Keystone Financial Group (Georgia)'s portfolio in Q3 2026, its #9 holding.
Keystone Financial Group (Georgia) 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.
814 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2026, filed 13 Oct 2026.