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

Ridgecrest Wealth Partners’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	$291K	Hold	6,544	–	–	0.13%	85
2026 Q2	$290K	Hold	6,544	–	–	0.14%	80
2026 Q1	$254K	Hold	6,544	–	–	0.14%	82
2025 Q4	$259K	Hold	6,544	–	–	0.14%	84
2025 Q3	$252K	Hold	6,544	–	–	0.11%	98
2025 Q2	$235K	Hold	6,544	–	–	0.12%	99
2025 Q1	$216K	Hold	6,544	–	–	0.11%	106
2024 Q4	$226K	Hold	6,544	–	–	0.12%	96
2024 Q3	$224K	Hold	6,544	–	–	0.12%	100
2024 Q2	$211K	Hold	6,544	–	–	0.13%	93
2024 Q1	$209K	Buy	+6,544	New	+$198K	0.12%	100

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

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Ridgecrest Wealth Partners's DFAC Position: Q3 2026 in Review

Ridgecrest Wealth Partners held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 6,544 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #85.

Ridgecrest Wealth Partners first reported a position in DFAC in Q1 2024 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Ridgecrest Wealth Partners held 6,544 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $291K as of Q3 2026.
Ridgecrest Wealth Partners 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 0.13% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #85 holding.
Ridgecrest Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and has held it in 11 quarters since.
360 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.