McGlone Suttner Wealth Management
DFAC icon

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

McGlone Suttner Wealth Management’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 		$171M Buy
3,838,991
+17,000
+0.4% +$765K 19.82% 1
2026
Q2 		$170M Buy
3,821,991
+38,758
+1% +$1.66M 19.89% 1
2026
Q1 		$147M Buy
3,783,233
+38,957
+1% +$1.57M 19.47% 1
2025
Q4 		$148M Buy
3,744,276
+34,725
+0.9% +$1.36M 19.94% 1
2025
Q3 		$143M Buy
3,709,551
+44,925
+1% +$1.68M 20.02% 1
2025
Q2 		$131M Buy
3,664,626
+79,622
+2% +$2.66M 19.83% 1
2025
Q1 		$118M Buy
3,585,004
+27,900
+0.8% +$969K 19.41% 1
2024
Q4 		$123M Buy
3,557,104
+788,869
+28% +$27.8M 20.54% 1
2024
Q3 		$94.9M Sell
2,768,235
-1,832,027
-40% -$60.5M 19.74% 1
2024
Q2 		$134M Buy
4,600,262
+1,112,406
+32% +$35.1M 27.63% 1
2024
Q1 		$111M Sell
3,487,856
-1,112,406
-24% -$33.6M 20.9% 1
2023
Q4 		$134M Buy
4,600,262
+30,208
+0.7% +$817K 26.58% 1
2023
Q3 		$120M Buy
4,570,054
+180,023
+4% +$4.91M 27.75% 1
2023
Q2 		$119M Buy
4,390,031
+355,946
+9% +$9.17M 27.21% 1
2023
Q1 		$103M Buy
4,034,085
+981,353
+32% +$24.9M 26.42% 1
2022
Q4 		$74.1M Buy
+3,052,732
New +$74.3M 23.52% 1

Other funds holding DFAC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

McGlone Suttner Wealth Management's DFAC Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.44% in Q3 2026, buying an estimated $765K and bringing the position to 3,838,991 shares worth $171M. The position accounts for 19.82% of the portfolio, ranked #1.

McGlone Suttner Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 16 quarters since. 254 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • McGlone Suttner Wealth Management held 3,838,991 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $171M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 17,000 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $765K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 19.82% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #1 holding.
  • McGlone Suttner Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
  • 254 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.