Sigma Planning Corp’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Sigma Planning Corp’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	$489K	Buy	10,992 +21	+0.2%	+$945	0.01%	848
2026 Q2	$487K	Buy	10,971 +20	+0.2%	+$856	0.01%	922
2026 Q1	$426K	Sell	10,951 -3,127	-22%	-$126K	0.01%	901
2025 Q4	$557K	Buy	14,078 +33	+0.2%	+$1.29K	0.02%	753
2025 Q3	$542K	Buy	14,045 +38	+0.3%	+$1.42K	0.02%	782
2025 Q2	$502K	Buy	14,007 +3,238	+30%	+$108K	0.02%	779
2025 Q1	$355K	Sell	10,769 -6,213	-37%	-$216K	0.01%	876
2024 Q4	$587K	Buy	16,982 +30	+0.2%	+$1.06K	0.02%	674
2024 Q3	$581K	Buy	16,952 +3,311	+24%	+$109K	0.02%	689
2024 Q2	$440K	Sell	13,641 -8,594	-39%	-$271K	0.01%	780
2024 Q1	$710K	Buy	22,235 +12,493	+128%	+$377K	0.02%	621
2023 Q4	$285K	Buy	9,742 +403	+4%	+$10.9K	0.02%	641
2023 Q3	$245K	Buy	9,339 +440	+5%	+$12K	0.01%	1008
2023 Q2	$242K	Buy	8,899 +1	+0%	+$26	0.01%	1020
2023 Q1	$227K	Sell	8,898 -1,361	-13%	-$34.5K	0.01%	1116
2022 Q4	$249K	Buy	10,259 +28	+0.3%	+$681	0.01%	1045
2022 Q3	$228K	Buy	10,231 +1,336	+15%	+$32.8K	0.01%	1061
2022 Q2	$207K	Buy	8,895 +1	+0%	+$25	0.01%	1148
2022 Q1	$245K	Sell	8,894 -1,830	-17%	-$50.1K	0.01%	1156
2021 Q4	$311K	Hold	10,724	–	–	0.01%	1063
2021 Q3	$285K	Hold	10,724	–	–	0.01%	1083
2021 Q2	$289K	Buy	+10,724	New	+$285K	0.01%	1107

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Sigma Planning Corp's DFAC Position: Q3 2026 in Review

Sigma Planning Corp increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.19% in Q3 2026, buying an estimated $945 and bringing the position to 10,992 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #848.

Sigma Planning Corp first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $710K in Q1 2024. 738 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Sigma Planning Corp held 10,992 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $489K as of Q3 2026.
Sigma Planning Corp bought 21 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $945.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #848 holding.
Sigma Planning Corp first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
Sigma Planning Corp's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $710K in Q1 2024.
738 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.