VisionPoint Advisory Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

VisionPoint Advisory Group’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	$646K	Buy	14,535 +597	+4%	+$26.9K	0.1%	200
2026 Q2	$618K	Sell	13,938 -53,396	-79%	-$2.28M	0.1%	225
2026 Q1	$2.62M	Buy	67,334 +58,953	+703%	+$2.38M	0.49%	48
2025 Q4	$332K	Buy	8,381 +1,160	+16%	+$45.3K	0.06%	281
2025 Q3	$279K	Buy	+7,221	New	+$269K	0.06%	306

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

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

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

VisionPoint Advisory Group's DFAC Position: Q3 2026 in Review

VisionPoint Advisory Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.3% in Q3 2026, buying an estimated $26.9K and bringing the position to 14,535 shares worth $646K. The position accounts for 0.1% of the portfolio, ranked #200.

VisionPoint Advisory Group first reported a position in DFAC in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.62M in Q1 2026. 350 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

VisionPoint Advisory Group held 14,535 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $646K as of Q3 2026.
VisionPoint Advisory Group bought 597 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $26.9K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #200 holding.
VisionPoint Advisory Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $2.62M in Q1 2026.
350 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.