Leading Edge Financial Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Leading Edge 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 Q3	$308K	Buy	6,925 +101	+1%	+$4.55K	0.06%	51
2026 Q2	$303K	Hold	6,824	–	–	0.05%	54
2026 Q1	$265K	Sell	6,824 -1,119	-14%	-$45.1K	0.06%	57
2025 Q4	$314K	Buy	7,943 +1,119	+16%	+$43.7K	0.07%	50
2025 Q3	$263K	Hold	6,824	–	–	0.07%	51
2025 Q2	$245K	Hold	6,824	–	–	0.07%	50
2025 Q1	$225K	Hold	6,824	–	–	0.07%	54
2024 Q4	$236K	Hold	6,824	–	–	0.08%	53
2024 Q3	$234K	Sell	6,824 -809	-11%	-$26.7K	0.08%	49
2024 Q2	$246K	Buy	7,633 +1	+0%	+$32	0.1%	43
2024 Q1	$244K	Sell	7,632 -203	-3%	-$6.13K	0.11%	41
2023 Q4	$229K	Buy	7,835 +2	+0%	+$54	0.12%	53
2023 Q3	$205K	Sell	7,833 -299	-4%	-$8.16K	0.13%	66
2023 Q2	$221K	Buy	8,132 +278	+4%	+$7.16K	0.14%	60
2023 Q1	$200K	Buy	+7,854	New	+$199K	0.14%	67

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Leading Edge Financial Planning's DFAC Position: Q3 2026 in Review

Leading Edge Financial Planning increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.5% in Q3 2026, buying an estimated $4.55K and bringing the position to 6,925 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #51.

Leading Edge Financial Planning first reported a position in DFAC in Q1 2023 and has held it in 15 quarters since. The position peaked at $314K in Q4 2025. 814 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Leading Edge Financial Planning held 6,925 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $308K as of Q3 2026.
Leading Edge Financial Planning bought 101 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $4.55K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.06% of Leading Edge Financial Planning's portfolio in Q3 2026, its #51 holding.
Leading Edge Financial Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
Leading Edge Financial Planning's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $314K in Q4 2025.
814 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Leading Edge Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.