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Essential Planning’s Dimensional US Core Equity 2 ETF 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
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
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

Essential Planning's DFAC Position: Q1 2026 in Review

Essential Planning increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 18% in Q1 2026, buying an estimated $1.47M and bringing the position to 237,349 shares worth $9.22M. The position accounts for 2.93% of the portfolio, ranked #9.

Essential Planning first reported a position in DFAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $139M in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Essential Planning held 237,349 shares of Dimensional US Core Equity 2 ETF worth $9.22M as of Q1 2026.
  • Essential Planning bought 36,595 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.47M.
  • Dimensional US Core Equity 2 ETF made up 2.93% of Essential Planning's portfolio in Q1 2026, its #9 holding.
  • Essential Planning first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
  • Essential Planning's Dimensional US Core Equity 2 ETF position peaked at $139M in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.