Wedmont Private Capital’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Wedmont Private Capital’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	$3.98M	Buy	88,124 +11,445	+15%	+$515K	0.1%	126
2026 Q2	$3.42M	Buy	76,679 +17	+0%	+$727	0.09%	122
2026 Q1	$3.1M	Sell	76,662 -15,319	-17%	-$617K	0.1%	121
2025 Q4	$3.71M	Buy	91,981 +17,206	+23%	+$672K	0.13%	94
2025 Q3	$2.89M	Hold	74,775	–	–	0.11%	114
2025 Q2	$2.73M	Buy	74,775 +22,729	+44%	+$758K	0.12%	107
2025 Q1	$1.62M	Hold	52,046	–	–	0.08%	146
2024 Q4	$1.79M	Hold	52,046	–	–	0.09%	132
2024 Q3	$1.77M	Sell	52,046 -411	-0.8%	-$13.6K	0.1%	118
2024 Q2	$1.74M	Hold	52,457	–	–	0.11%	109
2024 Q1	$1.66M	Hold	52,457	–	–	0.12%	104
2023 Q4	$1.52M	Buy	52,457 +39,371	+301%	+$1.07M	0.12%	105
2023 Q3	$344K	Buy	13,086 +4,700	+56%	+$128K	0.03%	338
2023 Q2	$231K	Hold	8,386	–	–	0.02%	440
2023 Q1	$213K	Hold	8,386	–	–	0.03%	428
2022 Q4	$208K	Buy	+8,386	New	+$204K	0.03%	422

Other funds holding DFAC

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CSIA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Wedmont Private Capital's DFAC Position: Q3 2026 in Review

Wedmont Private Capital increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 15% in Q3 2026, buying an estimated $515K and bringing the position to 88,124 shares worth $3.98M. The position accounts for 0.1% of the portfolio, ranked #126.

Wedmont Private Capital first reported a position in DFAC in Q4 2022 and has held it in 16 quarters since. 56 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Wedmont Private Capital held 88,124 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.98M as of Q3 2026.
Wedmont Private Capital bought 11,445 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $515K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.1% of Wedmont Private Capital's portfolio in Q3 2026, its #126 holding.
Wedmont Private Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
56 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.