Mills Wealth Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Mills Wealth Advisors's DFAC Position: Q3 2026 in Review
Mills Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.7% in Q3 2026, buying an estimated $2.26M and bringing the position to 1,120,215 shares worth $49.8M. The position accounts for 15.75% of the portfolio, ranked #2.
Mills Wealth Advisors first reported a position in DFAC in Q4 2022 and has held it in 16 quarters since. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.
- Mills Wealth Advisors held 1,120,215 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $49.8M as of Q3 2026.
- Mills Wealth Advisors bought 50,153 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.26M.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 15.75% of Mills Wealth Advisors's portfolio in Q3 2026, its #2 holding.
- Mills Wealth Advisors 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.
- 393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.
Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.