Milestone Asset Management Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Milestone Asset Management Group’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	$486K	Buy	10,933 +13	+0.1%	+$585	0.22%	82
2026 Q2	$484K	Buy	10,920 +250	+2%	+$10.7K	0.24%	83
2026 Q1	$415K	Buy	10,670 +597	+6%	+$24.1K	0.24%	80
2025 Q4	$399K	Buy	10,073 +3,401	+51%	+$133K	0.23%	84
2025 Q3	$257K	Buy	6,672 +258	+4%	+$9.6K	0.16%	102
2025 Q2	$230K	Buy	6,414 +23	+0.4%	+$767	0.17%	95
2025 Q1	$211K	Buy	6,391 +583	+10%	+$20.2K	0.19%	88
2024 Q4	$201K	Buy	+5,808	New	+$205K	0.18%	94

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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Milestone Asset Management Group's DFAC Position: Q3 2026 in Review

Milestone Asset Management Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.12% in Q3 2026, buying an estimated $585 and bringing the position to 10,933 shares worth $486K. The position accounts for 0.22% of the portfolio, ranked #82.

Milestone Asset Management Group first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 327 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Milestone Asset Management Group held 10,933 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $486K as of Q3 2026.
Milestone Asset Management Group bought 13 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $585.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.22% of Milestone Asset Management Group's portfolio in Q3 2026, its #82 holding.
Milestone Asset Management Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
327 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.