Shore Point Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Shore Point 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	$304K	Buy	6,841 +6	+0.1%	+$270	0.1%	66
2026 Q2	$303K	Sell	6,835 -14,262	-68%	-$610K	0.1%	61
2026 Q1	$820K	Buy	21,097 +13	+0.1%	+$524	0.32%	42
2025 Q4	$835K	Sell	21,084 -22	-0.1%	-$859	0.35%	39
2025 Q3	$814K	Buy	21,106 +542	+3%	+$20.2K	0.36%	38
2025 Q2	$737K	Buy	20,564 +7,259	+55%	+$242K	0.35%	37
2025 Q1	$439K	Sell	13,305 -5,528	-29%	-$192K	0.23%	44
2024 Q4	$651K	Buy	18,833 +54	+0.3%	+$1.9K	0.35%	38
2024 Q3	$644K	Buy	+18,779	New	+$620K	0.34%	37

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Shore Point Advisors's DFAC Position: Q3 2026 in Review

Shore Point Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.09% in Q3 2026, buying an estimated $270 and bringing the position to 6,841 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #66.

Shore Point Advisors first reported a position in DFAC in Q3 2024 and has held it in 9 quarters since. The position peaked at $835K in Q4 2025. 254 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Shore Point Advisors held 6,841 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $304K as of Q3 2026.
Shore Point Advisors bought 6 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $270.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.1% of Shore Point Advisors's portfolio in Q3 2026, its #66 holding.
Shore Point Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 9 quarters since.
Shore Point Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $835K in Q4 2025.
254 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.