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

Physician Wealth Solutions’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	$950K	Sell	21,368 -9,854	-32%	-$444K	0.37%	28
2026 Q2	$1.38M	Sell	31,222 -40,524	-56%	-$1.73M	0.53%	26
2026 Q1	$2.79M	Sell	71,746 -98,529	-58%	-$3.97M	1.15%	21
2025 Q4	$6.74M	Sell	170,275 -36,484	-18%	-$1.42M	2.86%	14
2025 Q3	$7.97M	Buy	206,759 +1,165	+0.6%	+$43.5K	3.48%	11
2025 Q2	$7.37M	Buy	205,594 +8,990	+5%	+$300K	3.42%	12
2025 Q1	$6.49M	Sell	196,604 -17,376	-8%	-$603K	3.26%	13
2024 Q4	$7.4M	Sell	213,980 -1,032	-0.5%	-$36.3K	3.71%	11
2024 Q3	$7.44M	Buy	215,012 +146,936	+216%	+$4.85M	3.71%	11
2024 Q2	$2.19M	Buy	68,076 +19,014	+39%	+$600K	1.57%	21
2024 Q1	$1.57M	Buy	49,062 +13,926	+40%	+$420K	1.32%	22
2023 Q4	$1.03M	Buy	+35,136	New	+$951K	1.03%	23

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

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

Physician Wealth Solutions reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 32% in Q3 2026, selling an estimated $444K and leaving 21,368 shares worth $950K. The position accounts for 0.37% of the portfolio, ranked #28.

Physician Wealth Solutions first reported a position in DFAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.97M in Q3 2025. 292 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Physician Wealth Solutions held 21,368 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $950K as of Q3 2026.
Physician Wealth Solutions sold 9,854 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $444K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.37% of Physician Wealth Solutions's portfolio in Q3 2026, its #28 holding.
Physician Wealth Solutions first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $7.97M in Q3 2025.
292 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.