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Sound Income Strategies’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Sound Income Strategies’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 		– Sell
-13,739
Closed -$609K – 485
2026
Q2 		$609K Buy
13,739
+11,151
+431% +$477K 0.03% 266
2026
Q1 		$101K Hold
2,588
– – ﹤0.01% 599
2025
Q4 		$105K Buy
+2,588
New +$101K 0.01% 568
2024
Q2 		– Sell
-1,120
Closed -$35.8K – 1401
2024
Q1 		$35.8K Buy
+1,120
New +$33.8K ﹤0.01% 476

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Sound Income Strategies's DFAC Position: Q3 2026 in Review

Sound Income Strategies sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 13,739 shares — an estimated $609K sold.

Sound Income Strategies first reported a position in DFAC in Q1 2024 and held it in 4 quarters. The position peaked at $609K in Q2 2026. 56 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Sound Income Strategies reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Sound Income Strategies sold 13,739 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $609K.
  • Sound Income Strategies first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and held it in 4 quarters.
  • Sound Income Strategies's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $609K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.