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

Sapient 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 		$855K Buy
19,243
+14,482
+304% +$652K 0.01% 209
2026
Q2 		$211K Buy
+4,761
New +$204K ﹤0.01% 381
2025
Q2 		– Sell
-8,247
Closed -$272K – 377
2025
Q1 		$272K Buy
+8,247
New +$286K 0.01% 309

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Sapient Capital's DFAC Position: Q3 2026 in Review

Sapient Capital increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 304% in Q3 2026, buying an estimated $652K and bringing the position to 19,243 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #209.

Sapient Capital first reported a position in DFAC in Q1 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Sapient Capital held 19,243 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $855K as of Q3 2026.
  • Sapient Capital bought 14,482 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $652K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #209 holding.
  • Sapient Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.