Sweeney & Michel’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Sweeney & Michel’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	$1.86M	Buy	+41,741	New	+$1.88M	0.49%	37

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

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

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

BWA

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

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

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Sweeney & Michel's DFAC Position: Q3 2026 in Review

Sweeney & Michel opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026: 41,741 shares worth $1.86M. The stake represents 0.49% of the portfolio and ranks #37 among its holdings.

217 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Sweeney & Michel held 41,741 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.86M as of Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares was a new Sweeney & Michel position in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.49% of Sweeney & Michel's portfolio in Q3 2026, its #37 holding.
217 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.