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

Rise 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	$1.47M	Buy	33,059 +71	+0.2%	+$3.2K	0.41%	24
2026 Q2	$1.46M	Buy	32,988 +82	+0.2%	+$3.51K	0.41%	23
2026 Q1	$1.29M	Buy	32,906 +82	+0.2%	+$3.3K	0.45%	21
2025 Q4	$1.3M	Buy	32,824 +76	+0.2%	+$2.97K	0.46%	19
2025 Q3	$1.26M	Buy	32,748 +90	+0.3%	+$3.36K	0.45%	20
2025 Q2	$1.17M	Buy	32,658 +98	+0.3%	+$3.27K	0.46%	20
2025 Q1	$1.07M	Buy	32,560 +80	+0.2%	+$2.78K	0.47%	19
2024 Q4	$1.12M	Buy	32,480 +91	+0.3%	+$3.2K	0.54%	17
2024 Q3	$1.11M	Buy	32,389 +90	+0.3%	+$2.97K	0.53%	18
2024 Q2	$1.04M	Buy	32,299 +97	+0.3%	+$3.06K	0.55%	17
2024 Q1	$1.03M	Buy	32,202 +65	+0.2%	+$1.96K	0.55%	17
2023 Q4	$939K	Buy	32,137 +115	+0.4%	+$3.11K	0.66%	14
2023 Q3	$839K	Buy	32,022 +116	+0.4%	+$3.17K	0.67%	15
2023 Q2	$866K	Buy	31,906 +111	+0.3%	+$2.86K	0.67%	20
2023 Q1	$810K	Buy	31,795 +77	+0.2%	+$1.95K	0.61%	20
2022 Q4	$770K	Buy	31,718 +164	+0.5%	+$3.99K	0.62%	21
2022 Q3	$702K	Buy	31,554 +119	+0.4%	+$2.92K	0.58%	23
2022 Q2	$732K	Buy	31,435 +118	+0.4%	+$2.99K	0.74%	23
2022 Q1	$864K	Buy	31,317 +70	+0.2%	+$1.92K	0.78%	23
2021 Q4	$905K	Buy	+31,247	New	+$882K	0.86%	20

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

Rise Advisors's DFAC Position: Q3 2026 in Review

Rise Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.22% in Q3 2026, buying an estimated $3.2K and bringing the position to 33,059 shares worth $1.47M. The position accounts for 0.41% of the portfolio, ranked #24.

Rise Advisors first reported a position in DFAC in Q4 2021 and has held it in 20 quarters since. 264 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Rise Advisors held 33,059 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.47M as of Q3 2026.
Rise Advisors bought 71 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $3.2K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.41% of Rise Advisors's portfolio in Q3 2026, its #24 holding.
Rise Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 20 quarters since.
264 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.