United Wealth Management
DFAC icon

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

United Wealth Management’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 		$169M Buy
3,796,272
+21,151
+0.6% +$952K 44.65% 1
2026
Q2 		$167M Buy
3,775,121
+12,404
+0.3% +$531K 37.68% 1
2026
Q1 		$146M Buy
3,762,717
+152,796
+4% +$6.16M 36.35% 1
2025
Q4 		$143M Buy
3,609,921
+69,162
+2% +$2.7M 36.97% 1
2025
Q3 		$137M Buy
3,540,759
+31,752
+0.9% +$1.18M 37.16% 1
2025
Q2 		$126M Buy
3,509,007
+73,025
+2% +$2.44M 36.51% 1
2025
Q1 		$113M Buy
3,435,982
+294,232
+9% +$10.2M 35.5% 1
2024
Q4 		$109M Buy
+3,141,750
New +$111M 36.62% 1

Other funds holding DFAC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

United Wealth Management's DFAC Position: Q3 2026 in Review

United Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.56% in Q3 2026, buying an estimated $952K and bringing the position to 3,796,272 shares worth $169M. The position accounts for 44.65% of the portfolio, ranked #1.

United Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 814 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • United Wealth Management held 3,796,272 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $169M as of Q3 2026.
  • United Wealth Management bought 21,151 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $952K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 44.65% of United Wealth Management's portfolio in Q3 2026, its #1 holding.
  • United Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
  • 814 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.