Kings Path Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Kings Path Partners’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	$137K	Hold	3,086	–	–	0.04%	136
2026 Q2	$137K	Hold	3,086	–	–	0.04%	137
2026 Q1	$120K	Sell	3,086 -1	-0%	-$40	0.04%	128
2025 Q4	$122K	Sell	3,087 -180	-6%	-$7.03K	0.04%	126
2025 Q3	$126K	Sell	3,267 -1,606	-33%	-$59.9K	0.05%	119
2025 Q2	$175K	Buy	+4,873	New	+$163K	0.07%	100

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

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

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Kings Path Partners's DFAC Position: Q3 2026 in Review

Kings Path Partners held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 3,086 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #136.

Kings Path Partners first reported a position in DFAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $175K in Q2 2025. 617 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Kings Path Partners held 3,086 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $137K as of Q3 2026.
Kings Path Partners 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 0.04% of Kings Path Partners's portfolio in Q3 2026, its #136 holding.
Kings Path Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
Kings Path Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $175K in Q2 2025.
617 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.