Essential Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Essential 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	$12.4M	Buy	279,959 +42,610	+18%	+$1.82M	3.51%	9
2026 Q1	$9.22M	Buy	237,349 +36,595	+18%	+$1.47M	2.93%	9
2025 Q4	$7.95M	Buy	200,754 +46,395	+30%	+$1.81M	2.53%	10
2025 Q3	$5.95M	Buy	154,359 +42,933	+39%	+$1.6M	2.05%	11
2025 Q2	$3.99M	Buy	111,426 +23,154	+26%	+$772K	1.49%	15
2025 Q1	$2.91M	Sell	88,272 -3,852,398	-98%	-$134M	1.17%	17
2024 Q4	$139M	Buy	3,940,670 +3,882,889	+6,720%	+$137M	0.9%	18
2024 Q3	$1.98M	Buy	57,781 +13,544	+31%	+$447K	0.81%	19
2024 Q2	$1.43M	Buy	44,237 +7,729	+21%	+$244K	0.63%	21
2024 Q1	$1.07M	Hold	36,508	–	–	0.53%	23
2023 Q4	$1.07M	Buy	36,508 +18,164	+99%	+$492K	0.54%	23
2023 Q3	$481K	Buy	18,344 +3,204	+21%	+$87.4K	0.27%	34
2023 Q2	$411K	Sell	15,140 -4,435	-23%	-$114K	0.23%	32
2023 Q1	$376K	Buy	19,575 +2,763	+16%	+$70K	0.23%	34
2022 Q4	$342K	Hold	16,812	–	–	0.26%	32
2022 Q3	$375K	Buy	+16,812	New	+$413K	2.16%	10

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Essential Planning's DFAC Position: Q2 2026 in Review

Essential Planning increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 18% in Q2 2026, buying an estimated $1.82M and bringing the position to 279,959 shares worth $12.4M. The position accounts for 3.51% of the portfolio, ranked #9.

Essential Planning first reported a position in DFAC in Q3 2022 and has held it in 16 quarters since. The position peaked at $139M in Q4 2024. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Essential Planning held 279,959 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $12.4M as of Q2 2026.
Essential Planning bought 42,610 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.82M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 3.51% of Essential Planning's portfolio in Q2 2026, its #9 holding.
Essential Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
Essential Planning's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $139M in Q4 2024.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.