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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.1K Buy
477
+1
+0.2% +$43 ﹤0.01% 258
2026
Q1
$18.5K Buy
476
+2
+0.4% +$81 ﹤0.01% 249
2025
Q4
$18.8K Buy
474
+1
+0.2% +$39 ﹤0.01% 246
2025
Q3
$18.3K Buy
473
+1
+0.2% +$37 ﹤0.01% 249
2025
Q2
$16.9K Buy
472
+1
+0.2% +$33 ﹤0.01% 245
2025
Q1
$15.5K Buy
471
+2
+0.4% +$69 ﹤0.01% 243
2024
Q4
$16.2K Buy
+469
New +$16.5K ﹤0.01% 245

Other funds holding DFAC

Winch Advisory Services's DFAC Position: Q2 2026 in Review

Winch Advisory Services increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.21% in Q2 2026, buying an estimated $43 and bringing the position to 477 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Winch Advisory Services first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Winch Advisory Services held 477 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $21.1K as of Q2 2026.
  • Winch Advisory Services bought 1 U.S. Core Equity 2 Portfolio ETF Class Shares share in Q2 2026, an estimated $43.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #258 holding.
  • Winch Advisory Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.