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

Physician Wealth 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	$5.42M	Sell	122,004 -14,138	-10%	-$636K	0.62%	31
2026 Q2	$6.04M	Sell	136,142 -2,684	-2%	-$115K	0.72%	29
2026 Q1	$5.39M	Sell	138,826 -872	-0.6%	-$35.1K	0.75%	29
2025 Q4	$5.53M	Sell	139,698 -5,127	-4%	-$200K	0.77%	29
2025 Q3	$5.59M	Sell	144,825 -7,402	-5%	-$276K	0.8%	28
2025 Q2	$5.46M	Buy	152,227 +278	+0.2%	+$9.27K	0.86%	29
2025 Q1	$5.01M	Buy	151,949 +128	+0.1%	+$4.44K	0.86%	29
2024 Q4	$5.25M	Sell	151,821 -4,854	-3%	-$171K	0.89%	26
2024 Q3	$5.44M	Sell	156,675 -32,568	-17%	-$1.08M	0.98%	28
2024 Q2	$6.41M	Sell	189,243 -1,570	-0.8%	-$49.5K	1.18%	23
2024 Q1	$5.8M	Sell	190,813 -98	-0.1%	-$2.96K	1.22%	21
2023 Q4	$5.61M	Sell	190,911 -923	-0.5%	-$25K	1.25%	20
2023 Q3	$5.04M	Sell	191,834 -224	-0.1%	-$6.11K	1.3%	18
2023 Q2	$5.22M	Buy	192,058 +291	+0.2%	+$7.5K	1.3%	21
2023 Q1	$4.92M	Buy	191,767 +265	+0.1%	+$6.71K	1.29%	21
2022 Q4	$4.89M	Buy	191,502 +18,190	+10%	+$442K	1.32%	20
2022 Q3	$4.09M	Buy	173,312 +336	+0.2%	+$8.25K	1.26%	19
2022 Q2	$4.38M	Sell	172,976 -114	-0.1%	-$2.89K	1.27%	17
2022 Q1	$4.59M	Buy	173,090 +1,572	+0.9%	+$43K	1.22%	17
2021 Q4	$4.9M	Sell	171,518 -9,282	-5%	-$262K	1.29%	20
2021 Q3	$4.99M	Buy	180,800 +1,242	+0.7%	+$33.7K	1.37%	19
2021 Q2	$4.81M	Buy	+179,558	New	+$4.77M	1.38%	19

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Physician Wealth Advisors's DFAC Position: Q3 2026 in Review

Physician Wealth Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 10% in Q3 2026, selling an estimated $636K and leaving 122,004 shares worth $5.42M. The position accounts for 0.62% of the portfolio, ranked #31.

Physician Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $6.41M in Q2 2024. 1,005 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Physician Wealth Advisors held 122,004 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $5.42M as of Q3 2026.
Physician Wealth Advisors sold 14,138 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $636K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.62% of Physician Wealth Advisors's portfolio in Q3 2026, its #31 holding.
Physician Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
Physician Wealth Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $6.41M in Q2 2024.
1,005 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.