Brewster Financial Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Brewster Financial Planning’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	$1.59M	Hold	35,885	–	–	0.87%	10
2026 Q1	$1.39M	Hold	35,885	–	–	0.84%	10
2025 Q4	$1.42M	Sell	35,885 -636	-2%	-$24.8K	0.87%	10
2025 Q3	$1.41M	Hold	36,521	–	–	0.89%	10
2025 Q2	$1.31M	Sell	36,521 -749	-2%	-$25K	0.88%	10
2025 Q1	$1.23M	Hold	37,270	–	–	0.91%	10
2024 Q4	$1.29M	Hold	37,270	–	–	0.98%	8
2024 Q3	$1.28M	Hold	37,270	–	–	0.99%	7
2024 Q2	$1.2M	Sell	37,270 -774	-2%	-$24.4K	1.01%	7
2024 Q1	$1.22M	Hold	38,044	–	–	1.05%	7
2023 Q4	$1.11M	Hold	38,044	–	–	1.01%	8
2023 Q3	$997K	Hold	38,044	–	–	1%	8
2023 Q2	$1.03M	Buy	38,044 +1,270	+3%	+$32.7K	1%	8
2023 Q1	$937K	Hold	36,774	–	–	0.94%	7
2022 Q4	$893K	Hold	36,774	–	–	0.95%	7
2022 Q3	$818K	Hold	36,774	–	–	0.96%	7
2022 Q2	$857K	Hold	36,774	–	–	0.95%	7
2022 Q1	$1.01M	Sell	36,774 -1,739	-5%	-$47.6K	0.98%	7
2021 Q4	$1.12M	Buy	+38,513	New	+$1.09M	1.01%	7

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Brewster Financial Planning's DFAC Position: Q2 2026 in Review

Brewster Financial Planning held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 35,885 shares worth $1.59M. The position accounts for 0.87% of the portfolio, ranked #10.

Brewster Financial Planning first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,210 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Brewster Financial Planning held 35,885 shares of Dimensional US Core Equity 2 ETF worth $1.59M as of Q2 2026.
Brewster Financial Planning left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.87% of Brewster Financial Planning's portfolio in Q2 2026, its #10 holding.
Brewster Financial Planning first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
1,210 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.