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

Vista Finance’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	-11,992	Closed	-$532K	–	57
2026 Q2	$532K	Hold	11,992	–	–	0.3%	23
2026 Q1	$466K	Hold	11,992	–	–	0.37%	19
2025 Q4	$475K	Hold	11,992	–	–	0.31%	24
2025 Q3	$463K	Hold	11,992	–	–	0.31%	21
2025 Q2	$430K	Hold	11,992	–	–	0.37%	22
2025 Q1	$396K	Hold	11,992	–	–	0.34%	24
2024 Q4	$415K	Hold	11,992	–	–	0.43%	24
2024 Q3	$411K	Hold	11,992	–	–	0.56%	22
2024 Q2	$387K	Hold	11,992	–	–	0.59%	20
2024 Q1	$383K	Hold	11,992	–	–	0.95%	20
2023 Q4	$351K	Hold	11,992	–	–	0.74%	18
2023 Q3	$314K	Hold	11,992	–	–	0.46%	23
2023 Q2	$326K	Hold	11,992	–	–	0.51%	19
2023 Q1	$306K	Hold	11,992	–	–	0.43%	19
2022 Q4	$291K	Hold	11,992	–	–	0.41%	20
2022 Q3	$267K	Sell	11,992 -110	-0.9%	-$2.7K	0.32%	23
2022 Q2	$282K	Hold	12,102	–	–	0.37%	29
2022 Q1	$334K	Buy	12,102 +27	+0.2%	+$739	0.49%	40
2021 Q4	$350K	Buy	+12,075	New	+$341K	0.36%	74

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

Vista Finance's DFAC Position: Q3 2026 in Review

Vista Finance sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 11,992 shares — an estimated $532K sold.

Vista Finance first reported a position in DFAC in Q4 2021 and held it in 19 quarters. The position peaked at $532K in Q2 2026. 771 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Vista Finance reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Vista Finance sold 11,992 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $532K.
Vista Finance first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and held it in 19 quarters.
Vista Finance's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $532K in Q2 2026.
771 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.