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

USAdvisors 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	$4.17M	Buy	93,829 +3,876	+4%	+$174K	1.19%	29
2026 Q2	$3.99M	Sell	89,953 -6,748	-7%	-$289K	1.14%	29
2026 Q1	$3.66M	Buy	96,701 +103	+0.1%	+$4.15K	1.21%	30
2025 Q4	$3.82M	Sell	96,598 -5,104	-5%	-$199K	1.26%	29
2025 Q3	$3.92M	Buy	101,702 +3,238	+3%	+$121K	1.35%	27
2025 Q2	$3.53M	Buy	98,464 +963	+1%	+$32.1K	1.31%	26
2025 Q1	$3.22M	Sell	97,501 -93,961	-49%	-$3.26M	1.12%	25
2024 Q4	$6.62M	Sell	191,462 -1,683	-0.9%	-$59.3K	2.15%	11
2024 Q3	$6.6M	Sell	193,145 -10,456	-5%	-$345K	2.31%	10
2024 Q2	$6.56M	Sell	203,601 -11,391	-5%	-$359K	2.31%	9
2024 Q1	$6.85M	Buy	214,992 +27,038	+14%	+$816K	2.59%	7
2023 Q4	$5.49M	Sell	187,954 -5,688	-3%	-$154K	2.28%	10
2023 Q3	$5.07M	Buy	193,642 +33,461	+21%	+$913K	2.26%	13
2023 Q2	$4.35M	Buy	160,181 +29,488	+23%	+$760K	2.06%	16
2023 Q1	$3.33M	Buy	130,693 +28,949	+28%	+$733K	1.59%	22
2022 Q4	$2.47M	Buy	101,744 +38,000	+60%	+$924K	1.19%	27
2022 Q3	$1.42M	Buy	63,744 +32,241	+102%	+$792K	0.73%	35
2022 Q2	$734K	Buy	31,503 +565	+2%	+$14.3K	0.37%	62
2022 Q1	$853K	Buy	30,938 +19	+0.1%	+$520	0.36%	65
2021 Q4	$896K	Buy	30,919 +2,528	+9%	+$71.3K	0.36%	59
2021 Q3	$754K	Sell	28,391 -43	-0.2%	-$1.17K	0.33%	64
2021 Q2	$767K	Buy	+28,434	New	+$756K	0.42%	61

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

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

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

USAdvisors Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.3% in Q3 2026, buying an estimated $174K and bringing the position to 93,829 shares worth $4.17M. The position accounts for 1.19% of the portfolio, ranked #29.

USAdvisors Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $6.85M in Q1 2024. 771 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

USAdvisors Wealth Management held 93,829 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $4.17M as of Q3 2026.
USAdvisors Wealth Management bought 3,876 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $174K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.19% of USAdvisors Wealth Management's portfolio in Q3 2026, its #29 holding.
USAdvisors Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
USAdvisors Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $6.85M in Q1 2024.
771 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.