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

Wolfstich 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	$24.2M	Sell	542,460 -157,126	-22%	-$7.07M	19.66%	1
2026 Q2	$31M	Sell	699,586 -11,471	-2%	-$491K	23.9%	1
2026 Q1	$27.2M	Sell	711,057 -27,380	-4%	-$1.1M	23.82%	1
2025 Q4	$29.2M	Buy	738,437 +336,935	+84%	+$13.2M	26.94%	1
2025 Q3	$15.5M	Hold	401,502	–	–	31.6%	1
2025 Q2	$14.4M	Sell	401,502 -403,971	-50%	-$13.5M	31.57%	1
2025 Q1	$26.6M	Hold	805,473	–	–	24.02%	1
2024 Q4	$27.9M	Buy	+805,473	New	+$28.4M	24.7%	1

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

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

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

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

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

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

Wolfstich Capital's DFAC Position: Q3 2026 in Review

Wolfstich Capital reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 22% in Q3 2026, selling an estimated $7.07M and leaving 542,460 shares worth $24.2M. The position accounts for 19.66% of the portfolio, ranked #1.

Wolfstich Capital first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $31M in Q2 2026. 253 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Wolfstich Capital held 542,460 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $24.2M as of Q3 2026.
Wolfstich Capital sold 157,126 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $7.07M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 19.66% of Wolfstich Capital's portfolio in Q3 2026, its #1 holding.
Wolfstich Capital first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Wolfstich Capital's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $31M in Q2 2026.
253 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Wolfstich Capital's 13F filing for Q3 2026, filed 14 Oct 2026.