SteelPeak Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

SteelPeak Wealth’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	$1.39M	Sell	31,351 -694	-2%	-$31.2K	0.03%	286
2026 Q2	$1.42M	Buy	+32,045	New	+$1.37M	0.04%	269

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

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

SteelPeak Wealth's DFAC Position: Q3 2026 in Review

SteelPeak Wealth reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.2% in Q3 2026, selling an estimated $31.2K and leaving 31,351 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #286.

SteelPeak Wealth first reported a position in DFAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.42M in Q2 2026. 508 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

SteelPeak Wealth held 31,351 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.39M as of Q3 2026.
SteelPeak Wealth sold 694 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $31.2K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of SteelPeak Wealth's portfolio in Q3 2026, its #286 holding.
SteelPeak Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2026 and has held it in 2 quarters since.
SteelPeak Wealth's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.42M in Q2 2026.
508 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.