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

WestHill 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	–	Sell	-86,551	Closed	-$3.84M	–	94
2026 Q2	$3.84M	Hold	86,551	–	–	0.65%	18
2026 Q1	$3.36M	Sell	86,551 -287	-0.3%	-$11.6K	0.64%	18
2025 Q4	$3.44M	Hold	86,838	–	–	0.65%	18
2025 Q3	$3.35M	Hold	86,838	–	–	0.66%	17
2025 Q2	$3.11M	Hold	86,838	–	–	0.66%	18
2025 Q1	$2.86M	Sell	86,838 -280	-0.3%	-$9.72K	0.66%	17
2024 Q4	$3.01M	Hold	87,118	–	–	0.68%	18
2024 Q3	$2.99M	Hold	87,118	–	–	0.67%	18
2024 Q2	$2.81M	Sell	87,118 -617	-0.7%	-$19.5K	0.68%	19
2024 Q1	$2.8M	Hold	87,735	–	–	0.69%	19
2023 Q4	$2.56M	Hold	87,735	–	–	0.68%	19
2023 Q3	$2.3M	Sell	87,735 -4,607	-5%	-$126K	0.67%	17
2023 Q2	$2.51M	Sell	92,342 -637	-0.7%	-$16.4K	0.71%	18
2023 Q1	$2.37M	Hold	92,979	–	–	0.71%	18
2022 Q4	$2.26M	Hold	92,979	–	–	0.72%	18
2022 Q3	$2.07M	Hold	92,979	–	–	0.71%	18
2022 Q2	$2.17M	Hold	92,979	–	–	0.71%	18
2022 Q1	$2.56M	Hold	92,979	–	–	0.74%	18
2021 Q4	$2.69M	Hold	92,979	–	–	0.76%	19
2021 Q3	$2.47M	Buy	+92,979	New	+$2.53M	0.76%	19

Other funds holding DFAC

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

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CSIA

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

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

FFA

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Capstone Capital Henderson, Nevada $179M AUM 14.26% 1-Year Est. Return

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

WestHill Financial Advisors sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2026, closing a stake of 86,551 shares — an estimated $3.84M sold.

WestHill Financial Advisors first reported a position in DFAC in Q3 2021 and held it in 20 quarters. The position peaked at $3.84M in Q2 2026. 150 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

WestHill Financial Advisors reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
WestHill Financial Advisors sold 86,551 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $3.84M.
WestHill Financial Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and held it in 20 quarters.
WestHill Financial Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $3.84M in Q2 2026.
150 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.