Shotwell Rutter Baer’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Shotwell Rutter Baer’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	$1.61M	Sell	36,148 -1,478	-4%	-$66.5K	0.89%	17
2026 Q2	$1.67M	Hold	37,626	–	–	0.92%	16
2026 Q1	$1.46M	Sell	37,626 -1,150	-3%	-$46.3K	0.86%	17
2025 Q4	$1.57M	Sell	38,776 -2,371	-6%	-$92.5K	0.94%	16
2025 Q3	$1.6M	Sell	41,147 -311	-0.8%	-$11.6K	1.03%	15
2025 Q2	$1.51M	Buy	41,458 +1	+0%	+$33	1.03%	15
2025 Q1	$1.24M	Sell	41,457 -193	-0.5%	-$6.7K	1.09%	15
2024 Q4	$1.43M	Sell	41,650 -123	-0.3%	-$4.33K	1.2%	14
2024 Q3	$1.43M	Hold	41,773	–	–	1.18%	14
2024 Q2	$1.36M	Sell	41,773 -6	-0%	-$189	1.2%	14
2024 Q1	$1.32M	Sell	41,779 -11	-0%	-$332	2.68%	7
2023 Q4	$1.21M	Buy	+41,790	New	+$1.13M	1.15%	15

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

Shotwell Rutter Baer's DFAC Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 3.9% in Q3 2026, selling an estimated $66.5K and leaving 36,148 shares worth $1.61M. The position accounts for 0.89% of the portfolio, ranked #17.

Shotwell Rutter Baer first reported a position in DFAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q2 2026. 254 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Shotwell Rutter Baer held 36,148 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.61M as of Q3 2026.
Shotwell Rutter Baer sold 1,478 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $66.5K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.89% of Shotwell Rutter Baer's portfolio in Q3 2026, its #17 holding.
Shotwell Rutter Baer first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
Shotwell Rutter Baer's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.67M in Q2 2026.
254 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.