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

Wealthcare Advisory Partners’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	-925,525	Closed	-$41.1M	–	1121
2026 Q2	$41.1M	Sell	925,525 -31,421	-3%	-$1.34M	0.78%	24
2026 Q1	$37.2M	Sell	956,946 -592,049	-38%	-$23.9M	0.72%	27
2025 Q4	$61.3M	Buy	1,548,995 +29,884	+2%	+$1.17M	1.2%	14
2025 Q3	$58.6M	Buy	1,519,111 +90,375	+6%	+$3.37M	1.22%	14
2025 Q2	$51.2M	Buy	1,428,736 +39,868	+3%	+$1.33M	1.17%	14
2025 Q1	$45.8M	Buy	1,388,868 +681,936	+96%	+$23.7M	1.23%	14
2024 Q4	$24.5M	Buy	706,932 +40,956	+6%	+$1.44M	0.68%	29
2024 Q3	$22.8M	Sell	665,976 -3,798	-0.6%	-$125K	0.65%	31
2024 Q2	$21.6M	Buy	669,774 +61,422	+10%	+$1.94M	0.67%	32
2024 Q1	$19.4M	Buy	608,352 +368	+0.1%	+$11.1K	0.64%	33
2023 Q4	$17.8M	Buy	607,984 +58,912	+11%	+$1.59M	0.71%	37
2023 Q3	$14.4M	Sell	549,072 -25,482	-4%	-$695K	0.66%	38
2023 Q2	$15.6M	Buy	574,554 +14,153	+3%	+$365K	0.7%	37
2023 Q1	$14.3M	Buy	560,401 +52,162	+10%	+$1.32M	0.61%	37
2022 Q4	$12.3M	Buy	508,239 +8,138	+2%	+$198K	0.59%	40
2022 Q3	$11.1M	Sell	500,101 -4,359	-0.9%	-$107K	0.63%	35
2022 Q2	$11.8M	Buy	+504,460	New	+$12.8M	0.71%	35
2022 Q1	–	Sell	-326,827	Closed	-$9.47M	–	550
2021 Q4	$9.47M	Buy	326,827 +112,888	+53%	+$3.19M	0.57%	37
2021 Q3	$5.68M	Buy	213,939 +70,172	+49%	+$1.91M	0.37%	43
2021 Q2	$3.88M	Buy	+143,767	New	+$3.82M	0.26%	56

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

Evanson Financial Mclean, Virginia $2.03B AUM

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

Wealthcare Advisory Partners's DFAC Position: Q3 2026 in Review

Wealthcare Advisory Partners sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 925,525 shares — an estimated $41.1M sold.

Wealthcare Advisory Partners first reported a position in DFAC in Q2 2021 and held it in 20 quarters. The position peaked at $61.3M in Q4 2025. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Wealthcare Advisory Partners reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 925,525 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $41.1M.
Wealthcare Advisory Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and held it in 20 quarters.
Wealthcare Advisory Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $61.3M in Q4 2025.
393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.