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

Riverbend Wealth Management’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	$2.14M	Sell	48,055 -1,080	-2%	-$48.6K	0.97%	29
2026 Q2	$2.18M	Buy	49,135 +1,614	+3%	+$69.1K	1.09%	25
2026 Q1	$1.85M	Buy	47,521 +1,733	+4%	+$69.8K	1.06%	24
2025 Q4	$1.81M	Buy	45,788 +15,049	+49%	+$587K	1.13%	25
2025 Q3	$1.19M	Buy	30,739 +3,253	+12%	+$121K	0.83%	36
2025 Q2	$985K	Buy	27,486 +8,642	+46%	+$288K	0.75%	39
2025 Q1	$622K	Sell	18,844 -11,834	-39%	-$411K	0.56%	51
2024 Q4	$1.06M	Buy	+30,678	New	+$1.08M	0.95%	29

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Riverbend Wealth Management's DFAC Position: Q3 2026 in Review

Riverbend Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.2% in Q3 2026, selling an estimated $48.6K and leaving 48,055 shares worth $2.14M. The position accounts for 0.97% of the portfolio, ranked #29.

Riverbend Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q2 2026. 728 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Riverbend Wealth Management held 48,055 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.14M as of Q3 2026.
Riverbend Wealth Management sold 1,080 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $48.6K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.97% of Riverbend Wealth Management's portfolio in Q3 2026, its #29 holding.
Riverbend Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $2.18M in Q2 2026.
728 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.