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Northeast Planning Associates NH’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Northeast Planning Associates NH’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 		$705K Hold
18,145
– – 0.47% 25
2025
Q4 		$718K Sell
18,145
-384
-2% -$15K 0.51% 25
2025
Q3 		$715K Hold
18,529
– – 0.61% 22
2025
Q2 		$664K Hold
18,529
– – 0.61% 23
2025
Q1 		$611K Sell
18,529
-85,270
-82% -$2.96M 0.51% 24
2024
Q4 		$3.59M Buy
+103,799
New +$3.66M 3.72% 8

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Northeast Planning Associates NH's DFAC Position: Q1 2026 in Review

Northeast Planning Associates NH held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 18,145 shares worth $705K. The position accounts for 0.47% of the portfolio, ranked #25.

Northeast Planning Associates NH first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.59M in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Northeast Planning Associates NH held 18,145 shares of Dimensional US Core Equity 2 ETF worth $705K as of Q1 2026.
  • Northeast Planning Associates NH left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.47% of Northeast Planning Associates NH's portfolio in Q1 2026, its #25 holding.
  • Northeast Planning Associates NH first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Northeast Planning Associates NH's Dimensional US Core Equity 2 ETF position peaked at $3.59M in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Northeast Planning Associates NH's 13F filing for Q1 2026, filed 27 Apr 2026.