Meredith Wealth Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Meredith Wealth 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	$1.08M	Buy	24,348 +42	+0.2%	+$1.8K	0.25%	34
2026 Q1	$945K	Buy	24,306 +51	+0.2%	+$2.06K	0.26%	34
2025 Q4	$960K	Buy	24,255 +343	+1%	+$13.4K	0.29%	33
2025 Q3	$922K	Buy	23,912 +332	+1%	+$12.4K	0.29%	35
2025 Q2	$845K	Buy	+23,580	New	+$787K	0.31%	32

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Meredith Wealth Planning's DFAC Position: Q2 2026 in Review

Meredith Wealth Planning increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.17% in Q2 2026, buying an estimated $1.8K and bringing the position to 24,348 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #34.

Meredith Wealth Planning first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Meredith Wealth Planning held 24,348 shares of Dimensional US Core Equity 2 ETF worth $1.08M as of Q2 2026.
Meredith Wealth Planning bought 42 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.8K.
Dimensional US Core Equity 2 ETF made up 0.25% of Meredith Wealth Planning's portfolio in Q2 2026, its #34 holding.
Meredith Wealth Planning first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.