Selective Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Selective Wealth Management's DFAC Position: Q3 2026 in Review
Selective Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 25% in Q3 2026, buying an estimated $2.36M and bringing the position to 262,423 shares worth $11.9M. The position accounts for 2.76% of the portfolio, ranked #5.
Selective Wealth Management first reported a position in DFAC in Q3 2025 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.
- Selective Wealth Management held 262,423 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $11.9M as of Q3 2026.
- Selective Wealth Management bought 52,517 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.36M.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.76% of Selective Wealth Management's portfolio in Q3 2026, its #5 holding.
- Selective Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2025 and has held it in 5 quarters since.
- 508 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.
Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.