Optivise Advisory Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Optivise Advisory Services's DFAC Position: Q3 2026 in Review
Optivise Advisory Services held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 6,197 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #177.
Optivise Advisory Services first reported a position in DFAC in Q2 2024 and has held it in 10 quarters since. 814 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.
- Optivise Advisory Services held 6,197 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $275K as of Q3 2026.
- Optivise Advisory Services left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2026.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #177 holding.
- Optivise Advisory Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
- 814 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.