Keener Financial Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Q2	$3.23M	Hold	72,736	–	–	1.15%	10
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 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 $1.67B AUM 11.93% 1-Year Est. Return

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

Keener Financial Planning held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 72,736 shares worth $3.23M. The position accounts for 1.15% of the portfolio, ranked #10.

Keener Financial Planning first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,225 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Keener Financial Planning held 72,736 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.23M as of Q2 2026.
Keener Financial Planning left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.15% of Keener Financial Planning's portfolio in Q2 2026, its #10 holding.
Keener Financial Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
1,225 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.