FPI
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Financial Plan Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Financial Plan Inc’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 		$137M Buy
3,536,742
+199,681
+6% +$8.04M 14.73% 2
2025
Q4 		$132M Buy
+3,337,061
New +$130M 15.17% 2

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 $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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

Financial Plan Inc's DFAC Position: Q1 2026 in Review

Financial Plan Inc increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 6% in Q1 2026, buying an estimated $8.04M and bringing the position to 3,536,742 shares worth $137M. The position accounts for 14.73% of the portfolio, ranked #2.

Financial Plan Inc first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. 1,172 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Financial Plan Inc held 3,536,742 shares of Dimensional US Core Equity 2 ETF worth $137M as of Q1 2026.
  • Financial Plan Inc bought 199,681 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $8.04M.
  • Dimensional US Core Equity 2 ETF made up 14.73% of Financial Plan Inc's portfolio in Q1 2026, its #2 holding.
  • Financial Plan Inc first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.