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 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 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

Leading Edge Financial Planning's DFAC Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 14% in Q1 2026, selling an estimated $45.1K and leaving 6,824 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #57.

Leading Edge Financial Planning first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $314K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Leading Edge Financial Planning held 6,824 shares of Dimensional US Core Equity 2 ETF worth $265K as of Q1 2026.
Leading Edge Financial Planning sold 1,119 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $45.1K.
Dimensional US Core Equity 2 ETF made up 0.06% of Leading Edge Financial Planning's portfolio in Q1 2026, its #57 holding.
Leading Edge Financial Planning first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
Leading Edge Financial Planning's Dimensional US Core Equity 2 ETF position peaked at $314K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.