McBroom & Associates’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

McBroom & Associates’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	–	Sell	-7,250	Closed	-$322K	–	35
2026 Q2	$322K	Hold	7,250	–	–	0.16%	35
2026 Q1	$282K	Sell	7,250 -650	-8%	-$26.2K	0.16%	35
2025 Q4	$313K	Hold	7,900	–	–	0.15%	36
2025 Q3	$305K	Sell	7,900 -1,503	-16%	-$56.1K	0.14%	35
2025 Q2	$310K	Hold	9,403	–	–	0.18%	35
2025 Q1	$310K	Hold	9,403	–	–	0.18%	35
2024 Q4	$325K	Hold	9,403	–	–	0.18%	34
2024 Q3	$322K	Hold	9,403	–	–	0.2%	32
2024 Q2	$303K	Hold	9,403	–	–	0.19%	32
2024 Q1	$300K	Hold	9,403	–	–	0.2%	32
2023 Q4	$275K	Hold	9,403	–	–	0.2%	32
2023 Q3	$246K	Buy	+9,403	New	+$257K	0.2%	34

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

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

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

McBroom & Associates's DFAC Position: Q3 2026 in Review

McBroom & Associates sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 7,250 shares — an estimated $322K sold.

McBroom & Associates first reported a position in DFAC in Q3 2023 and held it in 12 quarters. The position peaked at $325K in Q4 2024. 555 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

McBroom & Associates reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
McBroom & Associates sold 7,250 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $322K.
McBroom & Associates first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and held it in 12 quarters.
McBroom & Associates's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $325K in Q4 2024.
555 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.