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Partners in Financial Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares 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
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 $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Partners in Financial Planning reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (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. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Partners in Financial Planning held 20,741 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $920K as of Q2 2026.
  • Partners in Financial Planning sold 159 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.8K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares 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 U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
  • Partners in Financial Planning's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.22M in Q2 2021.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

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