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

Websterrogers Financial Advisors’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	$9.7M	Sell	217,241 -6,216	-3%	-$280K	2.54%	14
2026 Q2	$9.9M	Sell	223,457 -12,602	-5%	-$539K	2.54%	14
2026 Q1	$9.17M	Sell	236,059 -4,848	-2%	-$195K	2.62%	15
2025 Q4	$9.5M	Sell	240,907 -2,159	-0.9%	-$84.3K	2.77%	13
2025 Q3	$9.38M	Sell	243,066 -3,800	-2%	-$142K	2.81%	13
2025 Q2	$8.85M	Sell	246,866 -1,057	-0.4%	-$35.3K	2.81%	13
2025 Q1	$8.18M	Sell	247,923 -25,469	-9%	-$884K	2.79%	13
2024 Q4	$9.46M	Sell	273,392 -9,851	-3%	-$347K	3.28%	11
2024 Q3	$9.7M	Sell	283,243 -4,671	-2%	-$154K	3.4%	10
2024 Q2	$9.28M	Sell	287,914 -2,017	-0.7%	-$63.6K	3.31%	12
2024 Q1	$9.26M	Sell	289,931 -140	-0%	-$4.23K	3.29%	10
2023 Q4	$8.48M	Sell	290,071 -4,591	-2%	-$124K	3.54%	12
2023 Q3	$7.72M	Sell	294,662 -5,671	-2%	-$155K	3.4%	11
2023 Q2	$8.15M	Sell	300,333 -8,759	-3%	-$226K	3.55%	10
2023 Q1	$7.88M	Buy	309,092 +65	+0%	+$1.65K	3.62%	10
2022 Q4	$7.5M	Sell	309,027 -2,778	-0.9%	-$67.6K	3.63%	10
2022 Q3	$6.94M	Sell	311,805 -3,732	-1%	-$91.6K	3.65%	8
2022 Q2	$7.35M	Sell	315,537 -365	-0.1%	-$9.24K	3.59%	8
2022 Q1	$8.74M	Buy	315,902 +27,128	+9%	+$743K	4.47%	5
2021 Q4	$8.37M	Sell	288,774 -34,658	-11%	-$978K	1.89%	11
2021 Q3	$8.59M	Sell	323,432 -121	-0%	-$3.29K	1.99%	11
2021 Q2	$8.43M	Buy	+323,553	New	+$8.6M	2.01%	10

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

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

Websterrogers Financial Advisors's DFAC Position: Q3 2026 in Review

Websterrogers Financial Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.8% in Q3 2026, selling an estimated $280K and leaving 217,241 shares worth $9.7M. The position accounts for 2.54% of the portfolio, ranked #14.

Websterrogers Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $9.9M in Q2 2026. 728 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Websterrogers Financial Advisors held 217,241 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $9.7M as of Q3 2026.
Websterrogers Financial Advisors sold 6,216 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $280K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.54% of Websterrogers Financial Advisors's portfolio in Q3 2026, its #14 holding.
Websterrogers Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
Websterrogers Financial Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $9.9M in Q2 2026.
728 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.