KPP Advisory Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

KPP Advisory Services’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	$748K	Sell	19,248 -50	-0.3%	-$2.01K	0.11%	164
2025 Q4	$764K	Hold	19,298	–	–	0.11%	166
2025 Q3	$744K	Sell	19,298 -273	-1%	-$10.2K	0.11%	160
2025 Q2	$701K	Hold	19,571	–	–	0.12%	152
2025 Q1	$646K	Sell	19,571 -995	-5%	-$34.5K	0.12%	145
2024 Q4	$711K	Buy	20,566 +427	+2%	+$15K	0.17%	112
2024 Q3	$691K	Sell	20,139 -370	-2%	-$12.2K	0.17%	112
2024 Q2	$661K	Sell	20,509 -200	-1%	-$6.31K	0.18%	110
2024 Q1	$662K	Buy	+20,709	New	+$625K	0.18%	107
2023 Q4	–	Sell	-19,464	Closed	-$510K	–	138
2023 Q3	$510K	Buy	+19,464	New	+$531K	0.17%	105

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KPP Advisory Services's DFAC Position: Q1 2026 in Review

KPP Advisory Services reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.26% in Q1 2026, selling an estimated $2.01K and leaving 19,248 shares worth $748K. The position accounts for 0.11% of the portfolio, ranked #164.

KPP Advisory Services first reported a position in DFAC in Q3 2023 and has held it in 10 quarters since. The position peaked at $764K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

KPP Advisory Services held 19,248 shares of Dimensional US Core Equity 2 ETF worth $748K as of Q1 2026.
KPP Advisory Services sold 50 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.01K.
Dimensional US Core Equity 2 ETF made up 0.11% of KPP Advisory Services's portfolio in Q1 2026, its #164 holding.
KPP Advisory Services first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 10 quarters since.
KPP Advisory Services's Dimensional US Core Equity 2 ETF position peaked at $764K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.