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

Maia Wealth’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	$1.6M	Buy	35,901 +462	+1%	+$20.8K	0.22%	122
2026 Q2	$1.57M	Sell	35,439 -2,358	-6%	-$101K	0.23%	121
2026 Q1	$1.47M	Sell	37,797 -3,386	-8%	-$136K	0.25%	115
2025 Q4	$1.67M	Buy	+41,183	New	+$1.61M	0.29%	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

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

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

Maia Wealth's DFAC Position: Q3 2026 in Review

Maia Wealth increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.3% in Q3 2026, buying an estimated $20.8K and bringing the position to 35,901 shares worth $1.6M. The position accounts for 0.22% of the portfolio, ranked #122.

Maia Wealth first reported a position in DFAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.67M in Q4 2025. 529 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Maia Wealth held 35,901 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.6M as of Q3 2026.
Maia Wealth bought 462 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $20.8K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.22% of Maia Wealth's portfolio in Q3 2026, its #122 holding.
Maia Wealth 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.
Maia Wealth's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.67M in Q4 2025.
529 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.