Parkshore Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Parkshore Wealth Management’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	$115M	Buy	2,586,928 +213,792	+9%	+$9.6M	29.22%	1
2026 Q2	$105M	Buy	2,373,136 +117,881	+5%	+$5.04M	30.24%	1
2026 Q1	$87.6M	Buy	2,255,255 +301,502	+15%	+$12.1M	29.3%	1
2025 Q4	$77.3M	Buy	1,953,753 +121,554	+7%	+$4.74M	29.04%	1
2025 Q3	$70.7M	Buy	1,832,199 +99,823	+6%	+$3.73M	28.8%	1
2025 Q2	$62.1M	Buy	1,732,376 +297,369	+21%	+$9.9M	30.35%	1
2025 Q1	$47.3M	Buy	1,435,007 +189,009	+15%	+$6.56M	27.52%	1
2024 Q4	$43.1M	Buy	+1,245,998	New	+$43.9M	25.92%	1

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

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Parkshore Wealth Management's DFAC Position: Q3 2026 in Review

Parkshore Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 9% in Q3 2026, buying an estimated $9.6M and bringing the position to 2,586,928 shares worth $115M. The position accounts for 29.22% of the portfolio, ranked #1.

Parkshore Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 254 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Parkshore Wealth Management held 2,586,928 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $115M as of Q3 2026.
Parkshore Wealth Management bought 213,792 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $9.6M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 29.22% of Parkshore Wealth Management's portfolio in Q3 2026, its #1 holding.
Parkshore Wealth Management 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.
254 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.