Valued Wealth Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
Valued Wealth Advisors's DFAC Position: Q2 2026 in Review
Valued Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.2% in Q2 2026, buying an estimated $123K and bringing the position to 134,138 shares worth $5.95M. The position accounts for 2.16% of the portfolio, ranked #10.
Valued Wealth Advisors first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.13M in Q4 2025. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.
- Valued Wealth Advisors held 134,138 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $5.95M as of Q2 2026.
- Valued Wealth Advisors bought 2,876 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $123K.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.16% of Valued Wealth Advisors's portfolio in Q2 2026, its #10 holding.
- Valued Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
- Valued Wealth Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $6.13M in Q4 2025.
- 1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.
Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.