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Prudent Investor Advisors, LLC’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Prudent Investor Advisors, LLC’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 		$8.17M Buy
+183,901
New +$8.28M 6.41% 5

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
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCU Wealth Advisors
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Prudent Investor Advisors, LLC's DFAC Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026: 183,901 shares worth $8.17M. The stake represents 6.41% of the portfolio and ranks #5 among its holdings.

393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Prudent Investor Advisors, LLC held 183,901 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $8.17M as of Q3 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Prudent Investor Advisors, LLC position in Q3 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 6.41% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #5 holding.
  • 393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.