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

LifeGuide Financial 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	$35.9M	Buy	807,700 +29,731	+4%	+$1.34M	10.09%	4
2026 Q2	$34.5M	Buy	777,969 +21,718	+3%	+$929K	9.83%	4
2026 Q1	$29.4M	Buy	756,251 +85,398	+13%	+$3.44M	9.4%	4
2025 Q4	$26.7M	Buy	670,853 +50,769	+8%	+$1.98M	8.86%	4
2025 Q3	$22.3M	Buy	620,084 +3,042	+0.5%	+$114K	8.23%	4
2025 Q2	$22.1M	Buy	617,042 +8,017	+1%	+$267K	8.16%	4
2025 Q1	$20.1M	Buy	609,025 +64,309	+12%	+$2.23M	8.2%	4
2024 Q4	$18.8M	Buy	544,716 +3,599	+0.7%	+$127K	8.08%	4
2024 Q3	$18.6M	Buy	541,117 +41,680	+8%	+$1.38M	7.91%	4
2024 Q2	$16.1M	Buy	499,437 +97	+0%	+$3.06K	7.82%	4
2024 Q1	$16M	Buy	499,340 +7,052	+1%	+$213K	8.04%	4
2023 Q4	$14.4M	Buy	492,288 +5,490	+1%	+$149K	7.61%	4
2023 Q3	$12.8M	Buy	486,798 +326,499	+204%	+$8.91M	7.45%	4
2023 Q2	$4.35M	Buy	160,299 +149,668	+1,408%	+$3.86M	2.94%	7
2023 Q1	$271K	Buy	+10,631	New	+$269K	0.22%	28

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

LifeGuide Financial Advisors's DFAC Position: Q3 2026 in Review

LifeGuide Financial Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 3.8% in Q3 2026, buying an estimated $1.34M and bringing the position to 807,700 shares worth $35.9M. The position accounts for 10.09% of the portfolio, ranked #4.

LifeGuide Financial Advisors first reported a position in DFAC in Q1 2023 and has held it in 15 quarters since. 480 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

LifeGuide Financial Advisors held 807,700 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $35.9M as of Q3 2026.
LifeGuide Financial Advisors bought 29,731 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.34M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 10.09% of LifeGuide Financial Advisors's portfolio in Q3 2026, its #4 holding.
LifeGuide Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
480 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.