Partners in Financial Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Partners in 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	$920K	Sell	20,741 -159	-0.8%	-$6.8K	0.14%	61
2026 Q1	$812K	Buy	20,900 +29	+0.1%	+$1.17K	0.13%	57
2025 Q4	$826K	Buy	20,871 +27	+0.1%	+$1.05K	0.14%	54
2025 Q3	$804K	Sell	20,844 -157	-0.7%	-$5.86K	0.14%	54
2025 Q2	$753K	Buy	21,001 +316	+2%	+$10.5K	0.14%	55
2025 Q1	$682K	Buy	20,685 +43	+0.2%	+$1.49K	0.14%	57
2024 Q4	$714K	Buy	20,642 +32	+0.2%	+$1.13K	0.15%	53
2024 Q3	$707K	Sell	20,610 -337	-2%	-$11.1K	0.14%	55
2024 Q2	$675K	Sell	20,947 -504	-2%	-$15.9K	0.15%	55
2024 Q1	$685K	Sell	21,451 -6	-0%	-$181	0.15%	56
2023 Q4	$627K	Buy	21,457 +60	+0.3%	+$1.62K	0.15%	54
2023 Q3	$561K	Sell	21,397 -4,235	-17%	-$116K	0.14%	54
2023 Q2	$696K	Buy	25,632 +60	+0.2%	+$1.55K	0.18%	50
2023 Q1	$652K	Sell	25,572 -146	-0.6%	-$3.7K	0.17%	52
2022 Q4	$622K	Sell	25,718 -223	-0.9%	-$5.42K	0.17%	52
2022 Q3	$652K	Buy	25,941 +66	+0.3%	+$1.62K	0.19%	48
2022 Q2	$652K	Buy	25,875 +41	+0.2%	+$1.04K	0.21%	47
2022 Q1	$677K	Buy	25,834 +3,525	+16%	+$96.5K	0.21%	45
2021 Q4	$606K	Sell	22,309 -402	-2%	-$11.3K	0.19%	45
2021 Q3	$603K	Sell	22,711 -22,572	-50%	-$613K	0.19%	43
2021 Q2	$1.22M	Buy	+45,283	New	+$1.2M	0.38%	27

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Partners in Financial Planning's DFAC Position: Q2 2026 in Review

Partners in Financial Planning reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.76% in Q2 2026, selling an estimated $6.8K and leaving 20,741 shares worth $920K. The position accounts for 0.14% of the portfolio, ranked #61.

Partners in Financial Planning first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.22M in Q2 2021. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Partners in Financial Planning held 20,741 shares of Dimensional US Core Equity 2 ETF worth $920K as of Q2 2026.
Partners in Financial Planning sold 159 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $6.8K.
Dimensional US Core Equity 2 ETF made up 0.14% of Partners in Financial Planning's portfolio in Q2 2026, its #61 holding.
Partners in Financial Planning first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
Partners in Financial Planning's Dimensional US Core Equity 2 ETF position peaked at $1.22M in Q2 2021.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.