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

Envision 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 		$221K Buy
+4,983
New +$213K 0.07% 51
2026
Q1 		– Sell
-5,077
Closed -$201K – 52
2025
Q4 		$201K Buy
+5,077
New +$198K 0.08% 46

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

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

Envision Financial Planning opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 4,983 shares worth $221K. The stake represents 0.07% of the portfolio and ranks #51 among its holdings. This is a return to the name: Envision Financial Planning previously reported a position in DFAC as recently as Q4 2025.

Envision Financial Planning first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Envision Financial Planning held 4,983 shares of Dimensional US Core Equity 2 ETF worth $221K as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Envision Financial Planning position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Envision Financial Planning's portfolio in Q2 2026, its #51 holding.
  • Envision Financial Planning first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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