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

Keener 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
Q1 		$2.83M Sell
72,736
-201
-0.3% -$8.1K 1.19% 10
2025
Q4 		$2.89M Buy
72,937
+10,355
+17% +$404K 1.25% 10
2025
Q3 		$2.41M Hold
62,582
– – 1.12% 9
2025
Q2 		$2.24M Hold
62,582
– – 1.12% 9
2025
Q1 		$2.06M Hold
62,582
– – 1.34% 9
2024
Q4 		$2.16M Buy
62,582
+38,052
+155% +$1.34M 1.28% 9
2024
Q3 		$841K Sell
24,530
-38,052
-61% -$1.26M 0.55% 16
2024
Q2 		$2.02M Hold
62,582
– – 1.32% 9
2024
Q1 		$2M Hold
62,582
– – 1.38% 8
2023
Q4 		$1.83M Buy
+62,582
New +$1.69M 1.41% 8

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

Keener Financial Planning's DFAC Position: Q1 2026 in Review

Keener Financial Planning reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.28% in Q1 2026, selling an estimated $8.1K and leaving 72,736 shares worth $2.83M. The position accounts for 1.19% of the portfolio, ranked #10.

Keener Financial Planning first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.89M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Keener Financial Planning held 72,736 shares of Dimensional US Core Equity 2 ETF worth $2.83M as of Q1 2026.
  • Keener Financial Planning sold 201 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $8.1K.
  • Dimensional US Core Equity 2 ETF made up 1.19% of Keener Financial Planning's portfolio in Q1 2026, its #10 holding.
  • Keener Financial Planning first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • Keener Financial Planning's Dimensional US Core Equity 2 ETF position peaked at $2.89M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.