Schneider Downs Wealth Management Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Schneider Downs Wealth Management Advisors’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	$2.57M	Hold	57,831	–	–	0.24%	47
2026 Q2	$2.57M	Hold	57,831	–	–	0.24%	47
2026 Q1	$2.25M	Hold	57,831	–	–	0.25%	45
2025 Q4	$2.29M	Hold	57,831	–	–	0.26%	46
2025 Q3	$2.23M	Hold	57,831	–	–	0.26%	44
2025 Q2	$2.07M	Buy	+57,831	New	+$1.93M	0.31%	43

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

Schneider Downs Wealth Management Advisors's DFAC Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 57,831 shares worth $2.57M. The position accounts for 0.24% of the portfolio, ranked #47.

Schneider Downs Wealth Management Advisors first reported a position in DFAC in Q2 2025 and has held it in 6 quarters since. 1,005 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Schneider Downs Wealth Management Advisors held 57,831 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.57M as of Q3 2026.
Schneider Downs Wealth Management Advisors 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 0.24% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #47 holding.
Schneider Downs Wealth Management Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and has held it in 6 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 Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.