Vested Financial Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Vested Financial Planning’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	$44.7M	Buy	1,006,486 +40,947	+4%	+$1.84M	31.28%	1
2026 Q2	$42.8M	Sell	965,539 -15,373	-2%	-$658K	28.77%	1
2026 Q1	$38.1M	Sell	980,912 -1,474	-0.2%	-$59.4K	29.04%	1
2025 Q4	$38.9M	Buy	982,386 +6,438	+0.7%	+$251K	29.95%	1
2025 Q3	$37.6M	Buy	975,948 +18,393	+2%	+$686K	30.53%	1
2025 Q2	$34.3M	Sell	957,555 -83,078	-8%	-$2.77M	30.53%	1
2025 Q1	$34.3M	Sell	1,040,633 -59,353	-5%	-$2.06M	34.31%	1
2024 Q4	$38M	Buy	+1,099,986	New	+$38.7M	36.04%	1

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

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

Vested Financial Planning's DFAC Position: Q3 2026 in Review

Vested Financial Planning increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.2% in Q3 2026, buying an estimated $1.84M and bringing the position to 1,006,486 shares worth $44.7M. The position accounts for 31.28% of the portfolio, ranked #1.

Vested Financial Planning first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 529 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Vested Financial Planning held 1,006,486 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $44.7M as of Q3 2026.
Vested Financial Planning bought 40,947 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.84M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 31.28% of Vested Financial Planning's portfolio in Q3 2026, its #1 holding.
Vested Financial Planning 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.
529 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Vested Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.