Nautilus Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Nautilus Advisors’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	$4.3M	Buy	96,740 +1,430	+2%	+$64.4K	2.6%	5
2026 Q2	$4.25M	Buy	95,310 +4,143	+5%	+$177K	2.51%	5
2026 Q1	$3.54M	Buy	91,167 +1,661	+2%	+$66.9K	2.43%	6
2025 Q4	$3.54M	Buy	89,506 +1,638	+2%	+$63.9K	2.31%	7
2025 Q3	$3.39M	Buy	87,868 +1,326	+2%	+$49.5K	2.28%	6
2025 Q2	$3.1M	Buy	86,542 +3,240	+4%	+$108K	2.27%	6
2025 Q1	$2.75M	Buy	83,302 +308	+0.4%	+$10.7K	2.27%	6
2024 Q4	$2.87M	Buy	+82,994	New	+$2.92M	2.29%	6

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

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 Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

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

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

Nautilus Advisors's DFAC Position: Q3 2026 in Review

Nautilus Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.5% in Q3 2026, buying an estimated $64.4K and bringing the position to 96,740 shares worth $4.3M. The position accounts for 2.6% of the portfolio, ranked #5.

Nautilus Advisors first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 292 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Nautilus Advisors held 96,740 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $4.3M as of Q3 2026.
Nautilus Advisors bought 1,430 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $64.4K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.6% of Nautilus Advisors's portfolio in Q3 2026, its #5 holding.
Nautilus Advisors 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.
292 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.