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

Legacy Private Trust’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 		$471K Buy
10,600
+2,131
+25% +$95.9K 0.03% 205
2026
Q2 		$376K Hold
8,469
– – 0.02% 220
2026
Q1 		$329K Hold
8,469
– – 0.02% 225
2025
Q4 		$335K Buy
+8,469
New +$331K 0.02% 224

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Legacy Private Trust's DFAC Position: Q3 2026 in Review

Legacy Private Trust increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 25% in Q3 2026, buying an estimated $95.9K and bringing the position to 10,600 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #205.

Legacy Private Trust first reported a position in DFAC in Q4 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Legacy Private Trust held 10,600 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $471K as of Q3 2026.
  • Legacy Private Trust bought 2,131 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $95.9K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Legacy Private Trust's portfolio in Q3 2026, its #205 holding.
  • Legacy Private Trust first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.