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Capital Planning Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Capital Planning Advisors’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 		$565K Sell
14,551
-47
-0.3% -$1.89K 0.08% 100
2025
Q4 		$578K Buy
+14,598
New +$570K 0.08% 110

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Capital Planning Advisors's DFAC Position: Q1 2026 in Review

Capital Planning Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.32% in Q1 2026, selling an estimated $1.89K and leaving 14,551 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #100.

Capital Planning Advisors first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $578K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Capital Planning Advisors held 14,551 shares of Dimensional US Core Equity 2 ETF worth $565K as of Q1 2026.
  • Capital Planning Advisors sold 47 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.89K.
  • Dimensional US Core Equity 2 ETF made up 0.08% of Capital Planning Advisors's portfolio in Q1 2026, its #100 holding.
  • Capital Planning Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Planning Advisors's Dimensional US Core Equity 2 ETF position peaked at $578K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.