Romano Brothers & Co’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Romano Brothers & Co’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	$393K	Hold	8,832	–	–	0.04%	266
2026 Q2	$392K	Hold	8,832	–	–	0.04%	264
2026 Q1	$343K	Hold	8,832	–	–	0.04%	270
2025 Q4	$350K	Hold	8,832	–	–	0.04%	267
2025 Q3	$341K	Hold	8,832	–	–	0.04%	263
2025 Q2	$317K	Hold	8,832	–	–	0.04%	265
2025 Q1	$291K	Buy	+8,832	New	+$307K	0.04%	270

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

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Romano Brothers & Co's DFAC Position: Q3 2026 in Review

Romano Brothers & Co held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 8,832 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #266.

Romano Brothers & Co first reported a position in DFAC in Q1 2025 and has held it in 7 quarters since. 831 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Romano Brothers & Co held 8,832 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $393K as of Q3 2026.
Romano Brothers & Co 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 0.04% of Romano Brothers & Co's portfolio in Q3 2026, its #266 holding.
Romano Brothers & Co first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 7 quarters since.
831 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Romano Brothers & Co's 13F filing for Q3 2026, filed 22 Oct 2026.