LEFP
DFAC icon

Leading Edge Financial Planning’s Dimensional US Core Equity 2 ETF 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
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% +$7.17K 0.14% 60
2023
Q1 		$200K Buy
+7,854
New +$199K 0.14% 67

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Leading Edge Financial Planning's DFAC Position: Q2 2026 in Review

Leading Edge Financial Planning held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 6,824 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #54.

Leading Edge Financial Planning first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $314K in Q4 2025. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Leading Edge Financial Planning held 6,824 shares of Dimensional US Core Equity 2 ETF worth $303K as of Q2 2026.
  • Leading Edge Financial Planning left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q2 2026, its #54 holding.
  • Leading Edge Financial Planning first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
  • Leading Edge Financial Planning's Dimensional US Core Equity 2 ETF position peaked at $314K in Q4 2025.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.