XY Planning Network’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAC
XY Planning Network's DFAC Position: Q3 2026 in Review
XY Planning Network reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 23% in Q3 2026, selling an estimated $10.2M and leaving 749,295 shares worth $33.3M. The position accounts for 3.58% of the portfolio, ranked #3.
XY Planning Network first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $43.3M in Q2 2026. 393 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.
- XY Planning Network held 749,295 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $33.3M as of Q3 2026.
- XY Planning Network sold 226,624 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $10.2M.
- U.S. Core Equity 2 Portfolio ETF Class Shares made up 3.58% of XY Planning Network's portfolio in Q3 2026, its #3 holding.
- XY Planning Network 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.
- XY Planning Network's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $43.3M in Q2 2026.
- 393 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.
Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.