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

Seed Wealth Management’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	$340K	Sell	7,650 -3,350	-30%	-$151K	0.21%	58
2026 Q2	$488K	Hold	11,000	–	–	0.31%	51
2026 Q1	$427K	Hold	11,000	–	–	0.29%	55
2025 Q4	$435K	Hold	11,000	–	–	0.3%	53
2025 Q3	$424K	Sell	11,000 -2,430	-18%	-$90.7K	0.29%	62
2025 Q2	$481K	Buy	+13,430	New	+$448K	0.36%	70

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

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

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Seed Wealth Management's DFAC Position: Q3 2026 in Review

Seed Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 30% in Q3 2026, selling an estimated $151K and leaving 7,650 shares worth $340K. The position accounts for 0.21% of the portfolio, ranked #58.

Seed Wealth Management first reported a position in DFAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $488K in Q2 2026. 374 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Seed Wealth Management held 7,650 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $340K as of Q3 2026.
Seed Wealth Management sold 3,350 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $151K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.21% of Seed Wealth Management's portfolio in Q3 2026, its #58 holding.
Seed Wealth Management 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.
Seed Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $488K in Q2 2026.
374 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.