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

Roundview Capital’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	$1.89M	Buy	42,607 +92	+0.2%	+$4.14K	0.11%	159
2026 Q2	$1.89M	Buy	42,515 +104	+0.2%	+$4.45K	0.1%	166
2026 Q1	$1.65M	Buy	42,411 +107	+0.3%	+$4.31K	0.1%	170
2025 Q4	$1.67M	Buy	42,304 +98	+0.2%	+$3.82K	0.1%	173
2025 Q3	$1.63M	Buy	42,206 +116	+0.3%	+$4.33K	0.1%	175
2025 Q2	$1.51M	Buy	42,090 +126	+0.3%	+$4.2K	0.1%	177
2025 Q1	$1.38M	Buy	+41,964	New	+$1.46M	0.1%	176

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

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 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

Roundview Capital's DFAC Position: Q3 2026 in Review

Roundview Capital increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.22% in Q3 2026, buying an estimated $4.14K and bringing the position to 42,607 shares worth $1.89M. The position accounts for 0.11% of the portfolio, ranked #159.

Roundview Capital first reported a position in DFAC in Q1 2025 and has held it in 7 quarters since. 1,005 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Roundview Capital held 42,607 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.89M as of Q3 2026.
Roundview Capital bought 92 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $4.14K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.11% of Roundview Capital's portfolio in Q3 2026, its #159 holding.
Roundview Capital 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.
1,005 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.