West Wealth Group
DFAC icon

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

West Wealth 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 		– Sell
-43,618
Closed -$1.93M – 147
2026
Q2 		$1.93M Buy
43,618
+107
+0.2% +$4.58K 0.32% 32
2026
Q1 		$1.69M Buy
+43,511
New +$1.75M 0.33% 31

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AWM Capital
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McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCU Wealth Advisors
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

West Wealth Group's DFAC Position: Q3 2026 in Review

West Wealth Group sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 43,618 shares — an estimated $1.93M sold.

West Wealth Group first reported a position in DFAC in Q1 2026 and held it in 2 quarters. The position peaked at $1.93M in Q2 2026. 331 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • West Wealth Group reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • West Wealth Group sold 43,618 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.93M.
  • West Wealth Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2026 and held it in 2 quarters.
  • West Wealth Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.93M in Q2 2026.
  • 331 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.