SJS Investment Consulting
DFAC icon

SJS Investment Consulting’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

SJS Investment Consulting’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 		$427M Buy
9,614,300
+236,468
+3% +$10.6M 43.03% 1
2026
Q2 		$416M Buy
9,377,832
+146,060
+2% +$6.25M 45.28% 1
2026
Q1 		$359M Buy
9,231,772
+120,004
+1% +$4.83M 43.82% 1
2025
Q4 		$361M Buy
9,111,768
+122,216
+1% +$4.77M 45.64% 1
2025
Q3 		$347M Buy
8,989,552
+65,103
+0.7% +$2.43M 47.44% 1
2025
Q2 		$320M Sell
8,924,449
-294,169
-3% -$9.8M 50.73% 1
2025
Q1 		$304M Buy
9,218,618
+90,276
+1% +$3.13M 51.86% 1
2024
Q4 		$316M Buy
9,128,342
+104,084
+1% +$3.67M 54.52% 1
2024
Q3 		$309M Sell
9,024,258
-39,395
-0.4% -$1.3M 54.6% 1
2024
Q2 		$292M Buy
9,063,653
+24,958
+0.3% +$787K 56.6% 1
2024
Q1 		$289M Buy
9,038,695
+118,649
+1% +$3.58M 57.69% 1
2023
Q4 		$261M Buy
8,920,046
+51,437
+0.6% +$1.39M 58.98% 1
2023
Q3 		$232M Buy
8,868,609
+366,999
+4% +$10M 58.31% 1
2023
Q2 		$231M Buy
8,501,610
+202,814
+2% +$5.23M 57.94% 1
2023
Q1 		$211M Buy
8,298,796
+179,687
+2% +$4.55M 57.64% 1
2022
Q4 		$197M Buy
8,119,109
+471,877
+6% +$11.5M 58.69% 1
2022
Q3 		$170M Buy
+7,647,232
New +$188M 57.47% 1
2022
Q1 		$198M Buy
7,188,611
+34,470
+0.5% +$944K 60.64% 1
2021
Q4 		$207M Buy
+7,154,141
New +$202M 62.19% 1

Other funds holding DFAC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
DecisionPoint Financial
DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

SJS Investment Consulting's DFAC Position: Q3 2026 in Review

SJS Investment Consulting increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.5% in Q3 2026, buying an estimated $10.6M and bringing the position to 9,614,300 shares worth $427M. The position accounts for 43.03% of the portfolio, ranked #1.

SJS Investment Consulting first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 455 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • SJS Investment Consulting held 9,614,300 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $427M as of Q3 2026.
  • SJS Investment Consulting bought 236,468 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $10.6M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 43.03% of SJS Investment Consulting's portfolio in Q3 2026, its #1 holding.
  • SJS Investment Consulting first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
  • 455 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.