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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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: Q1 2026 in Review

Avantax Planning Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 13% in Q1 2026, selling an estimated $1.61M and leaving 261,521 shares worth $10.2M. The position accounts for 0.28% of the portfolio, ranked #63.

Avantax Planning Partners first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.9M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Avantax Planning Partners held 261,521 shares of Dimensional US Core Equity 2 ETF worth $10.2M as of Q1 2026.
Avantax Planning Partners sold 39,857 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.61M.
Dimensional US Core Equity 2 ETF made up 0.28% of Avantax Planning Partners's portfolio in Q1 2026, its #63 holding.
Avantax Planning Partners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
Avantax Planning Partners's Dimensional US Core Equity 2 ETF position peaked at $19.9M in Q3 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.