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

Strategic Blueprint’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	$2.1M	Sell	47,349 -549	-1%	-$24.7K	0.1%	198
2026 Q2	$2.12M	Sell	47,898 -2,508	-5%	-$107K	0.11%	196
2026 Q1	$1.96M	Sell	50,406 -365	-0.7%	-$14.7K	0.11%	186
2025 Q4	$2.01M	Sell	50,771 -632	-1%	-$24.7K	0.12%	173
2025 Q3	$1.98M	Sell	51,403 -1,164	-2%	-$43.4K	0.09%	204
2025 Q2	$1.88M	Buy	52,567 +502	+1%	+$16.7K	0.09%	195
2025 Q1	$1.72M	Buy	52,065 +5,579	+12%	+$194K	0.09%	196
2024 Q4	$1.61M	Buy	46,486 +3,679	+9%	+$130K	0.1%	186
2024 Q3	$1.47M	Buy	42,807 +21,645	+102%	+$715K	0.09%	189
2024 Q2	$682K	Buy	21,162 +350	+2%	+$11K	0.05%	311
2024 Q1	$665K	Sell	20,812 -26	-0.1%	-$785	0.05%	327
2023 Q4	$609K	Sell	20,838 -107	-0.5%	-$2.9K	0.05%	322
2023 Q3	$549K	Buy	20,945 +588	+3%	+$16K	0.05%	317
2023 Q2	$553K	Buy	20,357 +95	+0.5%	+$2.45K	0.05%	305
2023 Q1	$516K	Buy	20,262 +1,350	+7%	+$34.2K	0.05%	302
2022 Q4	$459K	Buy	18,912 +73	+0.4%	+$1.78K	0.05%	315
2022 Q3	$419K	Buy	+18,839	New	+$463K	0.05%	309

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

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

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

Strategic Blueprint's DFAC Position: Q3 2026 in Review

Strategic Blueprint reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.1% in Q3 2026, selling an estimated $24.7K and leaving 47,349 shares worth $2.1M. The position accounts for 0.1% of the portfolio, ranked #198.

Strategic Blueprint first reported a position in DFAC in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.12M in Q2 2026. 728 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Strategic Blueprint held 47,349 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.1M as of Q3 2026.
Strategic Blueprint sold 549 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $24.7K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.1% of Strategic Blueprint's portfolio in Q3 2026, its #198 holding.
Strategic Blueprint first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2022 and has held it in 17 quarters since.
Strategic Blueprint's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $2.12M in Q2 2026.
728 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.