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

Sagespring Wealth Partners’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	$211K	Sell	4,756 -232	-5%	-$10.4K	﹤0.01%	850
2026 Q2	$221K	Sell	4,988 -261	-5%	-$11.2K	﹤0.01%	794
2026 Q1	$204K	Buy	+5,249	New	+$211K	﹤0.01%	776
2025 Q3	–	Sell	-5,591	Closed	-$200K	–	739
2025 Q2	$200K	Sell	5,591 -7,932	-59%	-$265K	﹤0.01%	693
2025 Q1	$446K	Buy	13,523 +7,529	+126%	+$261K	0.01%	418
2024 Q4	$207K	Buy	+5,994	New	+$211K	0.01%	583

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

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Sagespring Wealth Partners's DFAC Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.7% in Q3 2026, selling an estimated $10.4K and leaving 4,756 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Sagespring Wealth Partners first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $446K in Q1 2025. 610 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Sagespring Wealth Partners held 4,756 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $211K as of Q3 2026.
Sagespring Wealth Partners sold 232 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $10.4K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #850 holding.
Sagespring Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $446K in Q1 2025.
610 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.