Visionary Horizons’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Visionary Horizons’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	–	Sell	-13,945	Closed	-$619K	–	149
2026 Q2	$619K	Sell	13,945 -130	-0.9%	-$5.56K	0.26%	66
2026 Q1	$547K	Sell	14,075 -490	-3%	-$19.7K	0.27%	76
2025 Q4	$577K	Sell	14,565 -40	-0.3%	-$1.56K	0.3%	65
2025 Q3	$563K	Sell	14,605 -150	-1%	-$5.6K	0.31%	66
2025 Q2	$529K	Buy	14,755 +4,310	+41%	+$144K	0.33%	58
2025 Q1	$345K	Hold	10,445	–	–	0.24%	73
2024 Q4	$361K	Sell	10,445 -540	-5%	-$19K	0.24%	71
2024 Q3	$377K	Sell	10,985 -510	-4%	-$16.8K	0.25%	65
2024 Q2	$371K	Hold	11,495	–	–	0.27%	68
2024 Q1	$355K	Sell	11,495 -410	-3%	-$12.4K	0.28%	68
2023 Q4	$348K	Buy	+11,905	New	+$322K	0.28%	65

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

Visionary Horizons's DFAC Position: Q3 2026 in Review

Visionary Horizons sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 13,945 shares — an estimated $619K sold.

Visionary Horizons first reported a position in DFAC in Q4 2023 and held it in 11 quarters. The position peaked at $619K in Q2 2026. 529 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Visionary Horizons reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Visionary Horizons sold 13,945 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $619K.
Visionary Horizons first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and held it in 11 quarters.
Visionary Horizons's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $619K in Q2 2026.
529 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.