Onyx Financial Advisors
DFAC icon

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

Onyx Financial 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 		$167M Sell
3,748,047
-36,077
-1% -$1.62M 59.45% 1
2026
Q2 		$168M Buy
3,784,124
+107,747
+3% +$4.61M 60.48% 1
2026
Q1 		$143M Buy
3,676,377
+49,063
+1% +$1.98M 59.32% 1
2025
Q4 		$144M Buy
3,627,314
+38,022
+1% +$1.48M 60.88% 1
2025
Q3 		$138M Sell
3,589,292
-3,610
-0.1% -$135K 61.25% 1
2025
Q2 		$129M Buy
3,592,902
+59,993
+2% +$2M 61.06% 1
2025
Q1 		$117M Buy
3,532,909
+161,134
+5% +$5.59M 61.66% 1
2024
Q4 		$117M Buy
3,371,775
+663
+0% +$23.3K 63.98% 1
2024
Q3 		$116M Buy
3,371,112
+36,412
+1% +$1.2M 63.46% 1
2024
Q2 		$108M Buy
3,334,700
+44,421
+1% +$1.4M 64.4% 1
2024
Q1 		$105M Buy
3,290,279
+214,528
+7% +$6.48M 65.03% 1
2023
Q4 		$89.9M Buy
3,075,751
+39,056
+1% +$1.06M 65.71% 1
2023
Q3 		$79.6M Buy
3,036,695
+54,324
+2% +$1.48M 68.38% 1
2023
Q2 		$81M Buy
2,982,371
+62,898
+2% +$1.62M 69.2% 1
2023
Q1 		$74.4M Buy
2,919,473
+66,755
+2% +$1.69M 68.47% 1
2022
Q4 		$69.3M Buy
+2,852,718
New +$69.4M 69% 1

Other funds holding DFAC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Onyx Financial Advisors's DFAC Position: Q3 2026 in Review

Onyx Financial Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.95% in Q3 2026, selling an estimated $1.62M and leaving 3,748,047 shares worth $167M. The position accounts for 59.45% of the portfolio, ranked #1.

Onyx Financial Advisors first reported a position in DFAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $168M in Q2 2026. 776 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Onyx Financial Advisors held 3,748,047 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $167M as of Q3 2026.
  • Onyx Financial Advisors sold 36,077 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.62M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 59.45% of Onyx Financial Advisors's portfolio in Q3 2026, its #1 holding.
  • Onyx Financial 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.
  • Onyx Financial Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $168M in Q2 2026.
  • 776 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Onyx Financial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.