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

Legacy Advisors’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	$11.3M	Buy	253,694 +15,331	+6%	+$690K	1.07%	21
2026 Q2	$10.6M	Hold	238,363	–	–	0.99%	23
2026 Q1	$9.26M	Hold	238,363	–	–	1.09%	22
2025 Q4	$9.44M	Hold	238,363	–	–	1.01%	24
2025 Q3	$9.19M	Buy	+238,363	New	+$8.9M	1.14%	23
2025 Q1	$106K	Hold	238,363	–	–	0.01%	417
2024 Q4	$8.24M	Hold	238,363	–	–	0.8%	23
2024 Q3	$8.17M	Buy	+238,363	New	+$7.87M	0.89%	23

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

Legacy Advisors's DFAC Position: Q3 2026 in Review

Legacy Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 6.4% in Q3 2026, buying an estimated $690K and bringing the position to 253,694 shares worth $11.3M. The position accounts for 1.07% of the portfolio, ranked #21.

Legacy Advisors first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Legacy Advisors held 253,694 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $11.3M as of Q3 2026.
Legacy Advisors bought 15,331 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $690K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.07% of Legacy Advisors's portfolio in Q3 2026, its #21 holding.
Legacy Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.