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Avantax Planning Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Avantax Planning Partners’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
Q2 		$10.5M Sell
236,925
-24,596
-9% -$1.05M 0.26% 61
2026
Q1 		$10.2M Sell
261,521
-39,857
-13% -$1.61M 0.28% 63
2025
Q4 		$11.9M Sell
301,378
-114,212
-27% -$4.46M 0.33% 44
2025
Q3 		$16M Sell
415,590
-134,120
-24% -$5.01M 0.46% 36
2025
Q2 		$19.7M Sell
549,710
-19,620
-3% -$655K 0.63% 27
2025
Q1 		$18.8M Sell
569,330
-2,921
-0.5% -$101K 0.66% 25
2024
Q4 		$19.8M Sell
572,251
-7,612
-1% -$268K 0.71% 24
2024
Q3 		$19.9M Sell
579,863
-1,370
-0.2% -$45.3K 0.71% 25
2024
Q2 		$18.7M Sell
581,233
-1,294
-0.2% -$40.8K 0.6% 30
2024
Q1 		$18.6M Buy
+582,527
New +$17.6M 0.6% 28

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Avantax Planning Partners's DFAC Position: Q2 2026 in Review

Avantax Planning Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 9.4% in Q2 2026, selling an estimated $1.05M and leaving 236,925 shares worth $10.5M. The position accounts for 0.26% of the portfolio, ranked #61.

Avantax Planning Partners first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.9M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Avantax Planning Partners held 236,925 shares of Dimensional US Core Equity 2 ETF worth $10.5M as of Q2 2026.
  • Avantax Planning Partners sold 24,596 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.05M.
  • Dimensional US Core Equity 2 ETF made up 0.26% of Avantax Planning Partners's portfolio in Q2 2026, its #61 holding.
  • Avantax Planning Partners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
  • Avantax Planning Partners's Dimensional US Core Equity 2 ETF position peaked at $19.9M in Q3 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.