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

RVW Wealth’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	$5.56M	Sell	125,191 -585	-0.5%	-$26.3K	0.36%	41
2026 Q2	$5.58M	Sell	125,776 -2,807	-2%	-$120K	0.37%	40
2026 Q1	$5M	Sell	128,583 -27	-0%	-$1.09K	0.39%	40
2025 Q4	$5.09M	Sell	128,610 -14,289	-10%	-$558K	0.39%	38
2025 Q3	$5.51M	Sell	142,899 -1,287	-0.9%	-$48K	0.43%	37
2025 Q2	$5.17M	Buy	+144,186	New	+$4.81M	0.44%	36
2025 Q1	–	Sell	-5,957	Closed	-$206K	–	162
2024 Q4	$206K	Hold	5,957	–	–	0.02%	141
2024 Q3	$204K	Buy	+5,957	New	+$197K	0.02%	149

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

Evanson Financial Mclean, Virginia $2.03B AUM

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

RVW Wealth's DFAC Position: Q3 2026 in Review

RVW Wealth reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.47% in Q3 2026, selling an estimated $26.3K and leaving 125,191 shares worth $5.56M. The position accounts for 0.36% of the portfolio, ranked #41.

RVW Wealth first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.58M in Q2 2026. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

RVW Wealth held 125,191 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $5.56M as of Q3 2026.
RVW Wealth sold 585 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $26.3K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.36% of RVW Wealth's portfolio in Q3 2026, its #41 holding.
RVW Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
RVW Wealth's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $5.58M in Q2 2026.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.