Sprinkle Financial Consultants’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Sprinkle Financial Consultants’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	$965K	Buy	21,705 +117	+0.5%	+$5.27K	0.38%	52
2026 Q2	$958K	Sell	21,588 -211	-1%	-$9.03K	0.38%	50
2026 Q1	$847K	Buy	21,799 +410	+2%	+$16.5K	0.39%	49
2025 Q4	$847K	Buy	21,389 +51	+0.2%	+$1.99K	0.43%	46
2025 Q3	$823K	Buy	21,338 +752	+4%	+$28.1K	0.46%	43
2025 Q2	$738K	Buy	20,586 +2,493	+14%	+$83.2K	0.45%	43
2025 Q1	$597K	Buy	18,093 +11,845	+190%	+$411K	0.38%	47
2024 Q4	$216K	Buy	6,248 +18	+0.3%	+$634	0.15%	68
2024 Q3	$214K	Buy	6,230 +17	+0.3%	+$562	0.15%	66
2024 Q2	$200K	Buy	+6,213	New	+$196K	0.16%	65

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

Evanson Financial Mclean, Virginia $2.03B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Sprinkle Financial Consultants's DFAC Position: Q3 2026 in Review

Sprinkle Financial Consultants increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.54% in Q3 2026, buying an estimated $5.27K and bringing the position to 21,705 shares worth $965K. The position accounts for 0.38% of the portfolio, ranked #52.

Sprinkle Financial Consultants first reported a position in DFAC in Q2 2024 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Sprinkle Financial Consultants held 21,705 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $965K as of Q3 2026.
Sprinkle Financial Consultants bought 117 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $5.27K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.38% of Sprinkle Financial Consultants's portfolio in Q3 2026, its #52 holding.
Sprinkle Financial Consultants first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.