RF&L Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
ATI
RF&L Wealth Management's DFAC Position: Q3 2026 in Review
RF&L Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.02% in Q3 2026, buying an estimated $2.66K and bringing the position to 282,751 shares worth $12.6M. The position accounts for 8.45% of the portfolio, ranked #2.
RF&L Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 16 quarters since. 292 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.
- RF&L Wealth Management held 282,751 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $12.6M as of Q3 2026.
- RF&L Wealth Management bought 59 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.66K.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 8.45% of RF&L Wealth Management's portfolio in Q3 2026, its #2 holding.
- RF&L Wealth Management 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.
- 292 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.
Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.