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

Stewardship Advisors’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	$1.37M	Buy	30,733 +286	+0.9%	+$12.9K	0.28%	50
2026 Q2	$1.35M	Buy	30,447 +688	+2%	+$29.4K	0.28%	49
2026 Q1	$1.16M	Buy	29,759 +773	+3%	+$31.1K	0.27%	52
2025 Q4	$1.15M	Sell	28,986 -1,286	-4%	-$50.2K	0.27%	52
2025 Q3	$1.17M	Sell	30,272 -2,709	-8%	-$101K	0.28%	50
2025 Q2	$1.18M	Buy	32,981 +2,327	+8%	+$77.6K	0.3%	45
2025 Q1	$1.01M	Buy	30,654 +5,208	+20%	+$181K	0.27%	44
2024 Q4	$880K	Buy	25,446 +3,466	+16%	+$122K	0.24%	55
2024 Q3	$754K	Buy	+21,980	New	+$726K	0.21%	57

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

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 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

Stewardship Advisors's DFAC Position: Q3 2026 in Review

Stewardship Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.94% in Q3 2026, buying an estimated $12.9K and bringing the position to 30,733 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #50.

Stewardship Advisors first reported a position in DFAC in Q3 2024 and has held it in 9 quarters since. 923 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Stewardship Advisors held 30,733 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.37M as of Q3 2026.
Stewardship Advisors bought 286 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $12.9K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.28% of Stewardship Advisors's portfolio in Q3 2026, its #50 holding.
Stewardship Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 9 quarters since.
923 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.